MWC
MKD Wealth Coaches Portfolio holdings
AUM
$102M
1-Year Est. Return
15.78%
This Fund
S&P 500
1 Year Est. Return
+15.78%
AUM
$102M
AUM Growth
+$1.61M
(+1.6%)
Holding
29
Top Buys
| 1 | +$2.32M | |
| 2 | +$1.32M | |
| 3 | +$873K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$220K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$172K |
Top Sells
| 1 | +$390K | |
| 2 | +$228K | |
| 3 | +$206K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$99.6K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$87.3K |
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Consumer Discretionary | 0.63% |
| 3 | Communication Services | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab International Equity ETF
SCHF
$62.6B
| $215K | 0.21% |
8,688
+98
|
|
||
27
Ford
F
$50.7B
| $158K | 0.16% |
13,700
-2,700
|
|
||
28
GameSquare
GAME
$58.1M
| $3.24K | ﹤0.01% |
12,000
|
|
||
29
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
| – | – |
-428
|
|