MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.59M
3
+$4.09M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.07M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.83M

Top Sells

1
+$5.51M
2
+$3.68M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.52M

Sector Composition

1 Consumer Discretionary 4.52%
2 Technology 1.21%
3 Utilities 0.82%
4 Consumer Staples 0.73%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$600K 0.61%
13,480
-3,045
27
$554K 0.56%
6,220
+80
28
$520K 0.53%
8,298
+353
29
$514K 0.52%
4,837
+1,086
30
$448K 0.45%
8,656
+2,460
31
$439K 0.44%
7,219
-37,795
32
$378K 0.38%
7,952
33
$359K 0.36%
11,248
-115,309
34
$354K 0.36%
1,734
35
$353K 0.36%
4,400
36
$335K 0.34%
6,102
+412
37
$332K 0.34%
3,952
+326
38
$332K 0.34%
8,535
+5,313
39
$327K 0.33%
9,173
-154,601
40
$322K 0.33%
5,007
+84
41
$280K 0.28%
4,647
+260
42
$274K 0.28%
13,455
+2,029
43
$204K 0.21%
1,711
-3,325
44
$196K 0.2%
513
+3
45
$195K 0.2%
1,398
+251
46
$179K 0.18%
1,773
+9
47
$162K 0.16%
2,713
-337
48
$158K 0.16%
2,184
+127
49
$149K 0.15%
4,477
-1,348
50
$147K 0.15%
+3,942
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