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
51
$511K 0.24%
7,003
+653
52
$504K 0.24%
8,854
53
$496K 0.23%
1,754
+15
54
$487K 0.23%
24,864
-1,259
55
$483K 0.23%
9,987
-500
56
$482K 0.23%
3,610
+255
57
$479K 0.22%
1,502
+9
58
$469K 0.22%
4,534
+56
59
$467K 0.22%
7,473
+60
60
$459K 0.22%
6,859
+286
61
$457K 0.21%
12,580
+1,043
62
$457K 0.21%
907
+71
63
$452K 0.21%
7,166
-85
64
$447K 0.21%
7,245
+87
65
$447K 0.21%
5,316
+683
66
$447K 0.21%
1,912
-32
67
$446K 0.21%
1,129
+26
68
$446K 0.21%
7,970
+325
69
$444K 0.21%
8,244
+194
70
$433K 0.2%
3,643
+223
71
$423K 0.2%
11,508
-134
72
$414K 0.19%
3,750
+556
73
$413K 0.19%
5,836
+28
74
$410K 0.19%
8,001
+514
75
$390K 0.18%
+6,670
1 2
3
4 5