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
$112M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$3.86M
3
+$3.77M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$737K
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$713K

Top Sells

1
+$2.6M
2
+$1.31M
3
+$1.15M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$600K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$264K

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
26
$692K 0.62%
17,417
+102
27
$690K 0.62%
+20,832
28
$665K 0.59%
19,137
+228
29
$630K 0.56%
+15,702
30
$629K 0.56%
+19,178
31
$578K 0.52%
8,761
+463
32
$527K 0.47%
5,014
+177
33
$395K 0.35%
14,320
+6,368
34
$381K 0.34%
4,400
35
$375K 0.33%
1,734
36
$356K 0.32%
4,119
+167
37
$348K 0.31%
11,030
-218
38
$336K 0.3%
5,923
-179
39
$331K 0.3%
9,022
-151
40
$327K 0.29%
4,914
-93
41
$326K 0.29%
13,455
42
$323K 0.29%
8,535
43
$279K 0.25%
4,459
-188
44
$234K 0.21%
1,885
+174
45
$222K 0.2%
+17,181
46
$219K 0.2%
19,000
+12,780
47
$198K 0.18%
1,773
48
$196K 0.17%
2,818
+1,420
49
$187K 0.17%
513
50
$159K 0.14%
2,154
-30
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