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
76
$280K 0.23%
2,075
+216
77
$275K 0.23%
4,678
+884
78
$242K 0.2%
4,615
+588
79
$233K 0.19%
7,419
-3,515
80
$232K 0.19%
5,738
+799
81
$227K 0.19%
2,824
82
$200K 0.17%
3,970
+1,885
83
$199K 0.17%
6,722
+1,050
84
$190K 0.16%
1,448
+4
85
$149K 0.12%
+2,996
86
$144K 0.12%
4,670
87
$137K 0.11%
1,239
88
$130K 0.11%
+459
89
$121K 0.1%
612
90
$120K 0.1%
6,000
91
$117K 0.1%
1,262
92
$114K 0.09%
1,700
93
$114K 0.09%
2,080
94
$110K 0.09%
2,076
95
$106K 0.09%
732
96
$103K 0.09%
1,212
97
$101K 0.08%
2,812
+438
98
$101K 0.08%
1,152
99
$100K 0.08%
1,990
100
$96K 0.08%
1,140
2 3
4
5 6