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
$197M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.17M
3
+$2.76M
4
PFE icon
Pfizer
PFE
+$660K
5
ED icon
Consolidated Edison
ED
+$639K

Top Sells

1
+$5.43M
2
+$3.81M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$236K
5
VB icon
Vanguard Small-Cap ETF
VB
+$232K

Sector Composition

1 Healthcare 4.42%
2 Financials 2.85%
3 Technology 2.81%
4 Industrials 2.38%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K 0.01%
630
202
$13K 0.01%
51
+1
203
$13K 0.01%
84
204
$13K 0.01%
333
205
$12K 0.01%
100
206
$12K 0.01%
740
-60
207
$11K 0.01%
100
208
$11K 0.01%
60
209
$11K 0.01%
1,000
210
$10K 0.01%
200
211
$10K 0.01%
+19
212
$9K ﹤0.01%
+19
213
$9K ﹤0.01%
150
214
$9K ﹤0.01%
100
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$9K ﹤0.01%
216
216
$8K ﹤0.01%
87
217
$8K ﹤0.01%
319
218
$8K ﹤0.01%
89
219
$7K ﹤0.01%
162
220
$7K ﹤0.01%
212
221
$6K ﹤0.01%
100
222
$6K ﹤0.01%
91
223
$6K ﹤0.01%
118
224
$5K ﹤0.01%
100
225
$5K ﹤0.01%
30
7 8
9
10 11