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
126
$41K 0.03%
800
127
$39K 0.03%
1,000
128
$39K 0.03%
3,720
129
$38K 0.03%
313
130
$37K 0.03%
730
131
$34K 0.03%
165
-35
132
$34K 0.03%
600
133
$31K 0.03%
481
134
$29K 0.02%
544
+161
135
$28K 0.02%
250
136
$27K 0.02%
688
137
$27K 0.02%
668
138
$27K 0.02%
975
-215
139
$26K 0.02%
3,640
140
$25K 0.02%
907
141
$25K 0.02%
1,000
142
$25K 0.02%
927
143
$25K 0.02%
165
144
$23K 0.02%
2,000
145
$23K 0.02%
287
146
$21K 0.02%
125
147
$19K 0.02%
455
148
$19K 0.02%
280
149
$18K 0.02%
400
150
$18K 0.02%
+333
4 5
6
7 8