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
151
$38K 0.02%
63
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$38K 0.02%
362
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$36K 0.02%
141
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$36K 0.02%
597
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$35K 0.02%
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$35K 0.02%
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$34K 0.02%
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$34K 0.02%
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$34K 0.02%
852
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$33K 0.02%
481
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$33K 0.02%
900
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$31K 0.01%
300
165
$31K 0.01%
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$31K 0.01%
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$30K 0.01%
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$30K 0.01%
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$29K 0.01%
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$28K 0.01%
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$28K 0.01%
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$27K 0.01%
375
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$26K 0.01%
325
175
$26K 0.01%
405
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