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
51
$529K 0.44%
4,175
+84
52
$529K 0.44%
5,238
+163
53
$525K 0.44%
10,018
+1,381
54
$509K 0.42%
3,746
+69
55
$474K 0.39%
8,620
+480
56
$469K 0.39%
2,792
+119
57
$468K 0.39%
6,070
+116
58
$465K 0.39%
7,994
+323
59
$450K 0.37%
5,993
+1,369
60
$432K 0.36%
5,127
+238
61
$429K 0.36%
5,309
+298
62
$420K 0.35%
1,580
+68
63
$419K 0.35%
5,194
+204
64
$415K 0.34%
1,401
+46
65
$409K 0.34%
2,086
+51
66
$404K 0.34%
6,555
-3
67
$402K 0.33%
20,730
+400
68
$397K 0.33%
4,264
+116
69
$388K 0.32%
7,069
+655
70
$381K 0.32%
11,108
+648
71
$374K 0.31%
4,290
-216
72
$372K 0.31%
2,829
+167
73
$357K 0.3%
4,153
+292
74
$337K 0.28%
2,533
+248
75
$311K 0.26%
+2,421
1 2
3
4 5