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
$135M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$862K
3
+$735K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$710K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$499K

Top Sells

1
+$921K
2
+$840K
3
+$629K
4
FM
iShares Frontier and Select EM ETF
FM
+$613K
5
CELG
Celgene Corp
CELG
+$442K

Sector Composition

1 Healthcare 6.01%
2 Financials 5.16%
3 Industrials 4.03%
4 Technology 3.46%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K 0.01%
100
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$9K 0.01%
319
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$8K 0.01%
131
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$7K 0.01%
118
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$7K 0.01%
156
183
$7K 0.01%
87
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$6K ﹤0.01%
100
185
$6K ﹤0.01%
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$6K ﹤0.01%
100
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$5K ﹤0.01%
212
188
$5K ﹤0.01%
100
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$4K ﹤0.01%
+400
190
$3K ﹤0.01%
37
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$3K ﹤0.01%
54
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$3K ﹤0.01%
100
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$3K ﹤0.01%
90
-30
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$3K ﹤0.01%
1,000
195
$3K ﹤0.01%
+200
196
$2K ﹤0.01%
100
197
$2K ﹤0.01%
120
198
$2K ﹤0.01%
26
199
$2K ﹤0.01%
14
200
$2K ﹤0.01%
50
5 6 7
8
9