MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 13.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$4.95M
3
+$3.85M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.74M
5
AMZN icon
Amazon
AMZN
+$1.19M

Top Sells

1
+$2.6M
2
+$1.28M
3
+$1.14M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$600K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$257K

Sector Composition

1 Consumer Discretionary 9.99%
2 Technology 1.1%
3 Utilities 0.75%
4 Consumer Staples 0.69%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
5
227
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0
228
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-6
229
$0 ﹤0.01%
22
230
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-1,525
231
$0 ﹤0.01%
+332
232
$0 ﹤0.01%
+477
233
$0 ﹤0.01%
+1,398
234
– –
-94,635
235
– –
-80
6 7 8 9
10