We are live on ! Find out more
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
$127M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$967K
3
+$823K
4
J icon
Jacobs Solutions
J
+$465K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$425K

Top Sells

1
+$159K
2
+$116K
3
+$114K
4
WM icon
Waste Management
WM
+$95.9K
5
CTVA icon
Corteva
CTVA
+$92K

Sector Composition

1 Financials 7.12%
2 Healthcare 5.71%
3 Industrials 3.97%
4 Technology 3.49%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
112
202
$1K ﹤0.01%
70
203
$1K ﹤0.01%
9
-4
204
$1K ﹤0.01%
34
205
$1K ﹤0.01%
300
206
$1K ﹤0.01%
114
207
– –
-50
208
$0 ﹤0.01%
11
209
– –
-4
210
– –
-3,104
211
$0 ﹤0.01%
31
212
– –
-8
213
– –
-6
214
– –
-105
215
– –
-520
216
– –
-169
217
– –
-4
218
– –
-3
219
– –
-33
220
– –
-668
221
– –
-58
222
– –
-10
223
– –
-350
224
– –
-5
225
$0 ﹤0.01%
33
6 7 8
9
10