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
HLN icon
326
Haleon
HLN
$40.1B
$1.22K ﹤0.01%
+122
VOD icon
327
Vodafone
VOD
$34.4B
$1.19K ﹤0.01%
+79
ODFL icon
328
Old Dominion Freight Line
ODFL
$46.8B
$1.17K ﹤0.01%
+6
SONY icon
329
Sony
SONY
$127B
$1.14K ﹤0.01%
+55
MDT icon
330
Medtronic
MDT
$94.8B
$1.13K ﹤0.01%
+13
NOW icon
331
ServiceNow
NOW
$128B
$1.05K ﹤0.01%
+10
MRSH
332
Marsh
MRSH
$77.1B
$1.04K ﹤0.01%
+6
MRVL icon
333
Marvell Technology
MRVL
$179B
$991 ﹤0.01%
+10
MAR icon
334
Marriott International
MAR
$99B
$981 ﹤0.01%
+3
CBRE icon
335
CBRE Group
CBRE
$36.6B
$948 ﹤0.01%
+7
SPTI icon
336
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.1B
$946 ﹤0.01%
+33
WBD icon
337
Warner Bros
WBD
$67.7B
$934 ﹤0.01%
+34
EFX icon
338
Equifax
EFX
$19.7B
$900 ﹤0.01%
+5
BSX icon
339
Boston Scientific
BSX
$71.8B
$879 ﹤0.01%
+14
DOCN icon
340
DigitalOcean
DOCN
$16.3B
$858 ﹤0.01%
+10
BBD icon
341
Banco Bradesco
BBD
$36.9B
$854 ﹤0.01%
+234
GS icon
342
Goldman Sachs
GS
$303B
$846 ﹤0.01%
+1
TM icon
343
Toyota
TM
$248B
$824 ﹤0.01%
+4
GM icon
344
General Motors
GM
$75.1B
$820 ﹤0.01%
+11
SNY icon
345
Sanofi
SNY
$105B
$771 ﹤0.01%
+16
VRSK icon
346
Verisk Analytics
VRSK
$22.9B
$759 ﹤0.01%
+4
ENB icon
347
Enbridge
ENB
$120B
$758 ﹤0.01%
+14
SNOW icon
348
Snowflake
SNOW
$88.6B
$754 ﹤0.01%
+5
RYAAY icon
349
Ryanair
RYAAY
$31.6B
$751 ﹤0.01%
+13
BBVA icon
350
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$736 ﹤0.01%
+34