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
$219M
AUM Growth
+$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.09M
3
+$1.01M
4
AZN icon
AstraZeneca
AZN
+$529K
5
MBB icon
iShares MBS ETF
MBB
+$478K

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.1M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$535K
5
JNJ icon
Johnson & Johnson
JNJ
+$377K

Sector Composition

1 Healthcare 3.73%
2 Financials 3.07%
3 Technology 2.99%
4 Industrials 2.55%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.25%
959
+52
52
$540K 0.25%
26,584
+1,720
53
$529K 0.24%
+8,814
54
$528K 0.24%
1,174
+45
55
$527K 0.24%
8,854
56
$510K 0.23%
4,503
-31
57
$508K 0.23%
8,547
+1,074
58
$507K 0.23%
8,130
+1,127
59
$503K 0.23%
3,796
+186
60
$494K 0.23%
10,810
-7,739
61
$484K 0.22%
5,446
+2,127
62
$481K 0.22%
8,907
+937
63
$477K 0.22%
7,451
+285
64
$449K 0.21%
7,585
+726
65
$446K 0.2%
12,309
+801
66
$441K 0.2%
6,294
+458
67
$433K 0.2%
3,643
68
$427K 0.19%
2,214
+460
69
$411K 0.19%
3,750
70
$405K 0.18%
1,820
-92
71
$392K 0.18%
15,258
+642
72
$387K 0.18%
10,606
+280
73
$384K 0.18%
6,670
74
$383K 0.17%
4,724
-26
75
$379K 0.17%
6,288
+972
1 2
3
4 5