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
$213M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.15M
3
+$5.65M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$1.59M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$982K

Top Sells

1
+$11.2M
2
+$5.31M
3
+$3.21M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.72M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.56M

Sector Composition

1 Healthcare 4.45%
2 Financials 3.06%
3 Technology 2.81%
4 Industrials 2.27%
5 Energy 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.7%
19,173
-862
27
$1.4M 0.66%
26,564
-2,242
28
$1.31M 0.62%
71,287
-4,660
29
$1.29M 0.61%
23,176
-1,516
30
$1.24M 0.58%
156,647
-13,320
31
$1.21M 0.57%
8,631
-715
32
$1.16M 0.55%
10,328
-34
33
$1.12M 0.52%
8,151
+196
34
$1.06M 0.5%
48,878
-6,063
35
$982K 0.46%
+20,831
36
$969K 0.45%
3,578
-58
37
$854K 0.4%
18,549
-243,336
38
$805K 0.38%
5,744
-252
39
$755K 0.35%
2,367
-68
40
$722K 0.34%
3,017
-19
41
$699K 0.33%
5,580
-180
42
$669K 0.31%
1,669
+65
43
$661K 0.31%
11,768
+849
44
$649K 0.3%
2,728
+41
45
$641K 0.3%
8,932
-757
46
$581K 0.27%
2,688
+70
47
$562K 0.26%
3,410
+216
48
$555K 0.26%
8,530
-60
49
$541K 0.25%
1,429
-33
50
$535K 0.25%
2,916
+57
1
2
3 4 5