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
176
$31K 0.01%
625
+145
177
$31K 0.01%
863
178
$31K 0.01%
1,880
-570
179
$31K 0.01%
425
+100
180
$30K 0.01%
+1,000
181
$30K 0.01%
300
182
$29K 0.01%
475
+100
183
$29K 0.01%
1,147
+277
184
$29K 0.01%
410
+99
185
$29K 0.01%
927
186
$29K 0.01%
294
+45
187
$29K 0.01%
514
+124
188
$29K 0.01%
372
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189
$29K 0.01%
465
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190
$28K 0.01%
1,485
+365
191
$28K 0.01%
987
+183
192
$27K 0.01%
888
+248
193
$27K 0.01%
140
194
$26K 0.01%
964
195
$26K 0.01%
519
+144
196
$25K 0.01%
125
197
$25K 0.01%
+81
198
$24K 0.01%
580
199
$24K 0.01%
115
200
$23K 0.01%
140
6 7
8
9 10