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
$213M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.15M
3
+$5.65M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$1.59M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$982K

Top Sells

1
+$11.2M
2
+$5.31M
3
+$3.21M
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
+$1.56M

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
201
$18K 0.01%
311
-362
202
$18K 0.01%
279
203
$18K 0.01%
66
204
$16K 0.01%
279
205
$14K 0.01%
51
206
$14K 0.01%
333
207
$14K 0.01%
600
-30
208
$14K 0.01%
1,000
209
$13K 0.01%
500
+400
210
$13K 0.01%
84
211
$13K 0.01%
60
212
$12K 0.01%
100
213
$12K 0.01%
100
214
$12K 0.01%
740
215
$11K 0.01%
19
216
$11K 0.01%
216
217
$10K ﹤0.01%
200
218
$10K ﹤0.01%
+375
219
$10K ﹤0.01%
100
220
$10K ﹤0.01%
+275
221
$9K ﹤0.01%
87
222
$9K ﹤0.01%
89
223
$9K ﹤0.01%
150
224
$8K ﹤0.01%
319
225
$8K ﹤0.01%
162
7 8
9
10 11