MWC
MKD Wealth Coaches Portfolio holdings
AUM
$100M
1-Year Est. Return
13.53%
1 Year Est. Return
+13.53%
AUM
$100M
AUM Growth
-$359K
(-0.36%)
Holding
27
Top Buys
| 1 | +$207K | |
| 2 | +$45.4K | |
| 3 | +$15.2K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$11.6K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$9.49K |
Top Sells
| 1 | +$2.2M | |
| 2 | +$232K | |
| 3 | +$82.1K | |
| 4 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$58.6K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$56.7K |
Sector Composition
| 1 | Consumer Discretionary | 0.81% |
| 2 | Communication Services | 0.55% |
| 3 | Technology | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.8B
| $206K | 0.21% |
428
-66
|
|
||
27
GameSquare
GAME
$41.8M
| $4.62K | ﹤0.01% |
12,000
|
|