MWC

MBM Wealth Consultants Portfolio holdings

AUM $403M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$993K
3
+$852K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$315K
5
MED icon
Medifast
MED
+$311K

Top Sells

1
+$1.05M
2
+$947K
3
+$859K
4
IDTI
Integrated Device Technology I
IDTI
+$362K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$159K

Sector Composition

1 Financials 7.25%
2 Healthcare 6.23%
3 Industrials 3.88%
4 Technology 3.61%
5 Energy 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.05%
17,090
+414
27
$1.1M 0.91%
6,264
-9
28
$1.03M 0.85%
7,551
+154
29
$909K 0.76%
6,620
-545
30
$905K 0.75%
13,152
-1,461
31
$875K 0.73%
52,753
+2,404
32
$868K 0.72%
15,402
-705
33
$810K 0.67%
7,017
-90
34
$777K 0.65%
15,783
+307
35
$775K 0.64%
3,697
+92
36
$758K 0.63%
14,956
+456
37
$758K 0.63%
2,084
+27
38
$722K 0.6%
1,976
+13
39
$718K 0.6%
12,926
-179
40
$679K 0.56%
2,531
-67
41
$622K 0.52%
4,448
+89
42
$621K 0.52%
6,665
+212
43
$607K 0.5%
20,495
+874
44
$603K 0.5%
2,455
+53
45
$599K 0.5%
10,440
+305
46
$590K 0.49%
32,806
+632
47
$557K 0.46%
15,155
+357
48
$551K 0.46%
4,134
+77
49
$541K 0.45%
13,934
+478
50
$535K 0.44%
8,627
+295
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