MWC

MBM Wealth Consultants Portfolio holdings

AUM $436M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$1.83M
3 +$1.54M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.13M

Top Sells

1 +$310K
2 +$256K
3 +$160K
4
AAPL icon
Apple
AAPL
+$103K
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$78.7K

Sector Composition

1 Financials 4.39%
2 Technology 4.3%
3 Healthcare 2.98%
4 Industrials 2.54%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COIN icon
301
Coinbase
COIN
$49.8B
$2.27K ﹤0.01%
+13
UBS icon
302
UBS Group
UBS
$154B
$2.19K ﹤0.01%
+56
SEV
303
Aptera Motors
SEV
$84.3M
$2.14K ﹤0.01%
+807
NGG icon
304
National Grid
NGG
$81.1B
$2.03K ﹤0.01%
+24
IEFA icon
305
iShares Core MSCI EAFE ETF
IEFA
$186B
$1.99K ﹤0.01%
+22
SAIC icon
306
Saic
SAIC
$4.49B
$1.88K ﹤0.01%
+20
ETN icon
307
Eaton
ETN
$156B
$1.79K ﹤0.01%
+5
GEV icon
308
GE Vernova
GEV
$260B
$1.75K ﹤0.01%
+2
MFG icon
309
Mizuho Financial
MFG
$109B
$1.71K ﹤0.01%
+215
SPGI icon
310
S&P Global
SPGI
$126B
$1.7K ﹤0.01%
+4
BTI icon
311
British American Tobacco
BTI
$134B
$1.7K ﹤0.01%
+29
DE icon
312
Deere & Co
DE
$146B
$1.69K ﹤0.01%
+3
TD icon
313
Toronto Dominion Bank
TD
$188B
$1.68K ﹤0.01%
+18
HDB icon
314
HDFC Bank
HDB
$122B
$1.64K ﹤0.01%
+66
CB icon
315
Chubb
CB
$121B
$1.63K ﹤0.01%
+5
BTC
316
Grayscale Bitcoin Mini Trust ETF
BTC
$3.89B
$1.62K ﹤0.01%
+54
CAVA icon
317
CAVA Group
CAVA
$9.05B
$1.62K ﹤0.01%
+20
RIO icon
318
Rio Tinto
RIO
$173B
$1.59K ﹤0.01%
+17
USIG icon
319
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$1.54K ﹤0.01%
+30
APH icon
320
Amphenol
APH
$183B
$1.52K ﹤0.01%
+12
AME icon
321
Ametek
AME
$51.8B
$1.5K ﹤0.01%
+7
KLAC icon
322
KLA
KLAC
$251B
$1.47K ﹤0.01%
+1
NVS icon
323
Novartis
NVS
$287B
$1.38K ﹤0.01%
+9
INTU icon
324
Intuit
INTU
$90.7B
$1.3K ﹤0.01%
+3
TT icon
325
Trane Technologies
TT
$99.8B
$1.25K ﹤0.01%
+3