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MWC

MBM Wealth Consultants Portfolio holdings

AUM $436M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
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
+$11.6M
2
+$8.15M
3
+$5.66M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$1.59M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$971K

Top Sells

1
+$11.2M
2
+$5.31M
3
+$3.22M
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
+$1.57M

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
176
$25K 0.01%
964
177
$25K 0.01%
249
+29
178
$25K 0.01%
125
179
$25K 0.01%
390
180
$25K 0.01%
870
181
$25K 0.01%
3,640
182
$24K 0.01%
140
183
$24K 0.01%
480
184
$24K 0.01%
1,120
185
$24K 0.01%
1,180
186
$24K 0.01%
1,180
187
$24K 0.01%
397
+52
188
$23K 0.01%
271
189
$23K 0.01%
311
190
$22K 0.01%
1,150
191
$22K 0.01%
91
192
$22K 0.01%
804
+74
193
$22K 0.01%
280
194
$21K 0.01%
640
195
$21K 0.01%
375
196
$20K 0.01%
113
197
$20K 0.01%
180
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198
$20K 0.01%
64
199
$19K 0.01%
318
200
$19K 0.01%
1,006
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8
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