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
151
$45K 0.02%
301
152
$44K 0.02%
763
153
$43K 0.02%
165
154
$42K 0.02%
63
155
$42K 0.02%
362
156
$42K 0.02%
1,032
+180
157
$42K 0.02%
712
+165
158
$40K 0.02%
594
+20
159
$39K 0.02%
432
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160
$38K 0.02%
313
161
$38K 0.02%
731
162
$37K 0.02%
141
163
$37K 0.02%
792
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164
$36K 0.02%
481
165
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900
166
$35K 0.02%
180
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167
$34K 0.02%
395
168
$34K 0.02%
1,530
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169
$33K 0.02%
1,540
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170
$33K 0.02%
382
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171
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520
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172
$33K 0.02%
1,538
+358
173
$32K 0.01%
118
174
$32K 0.01%
195
175
$32K 0.01%
1,395
+285
5 6
7
8 9