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
$96.3M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$674K
2
+$169K
3
+$154K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$131K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$121K

Top Sells

1
+$3.76M
2
+$3.62M
3
+$3.55M
4
SH icon
ProShares Short S&P500
SH
+$1.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$877K

Sector Composition

1 Consumer Discretionary 6.82%
2 Technology 0.93%
3 Utilities 0.57%
4 Consumer Staples 0.49%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$698K 0.73%
21,107
+275
27
$674K 0.7%
+15,539
28
$649K 0.67%
15,960
+258
29
$631K 0.66%
19,515
+337
30
$602K 0.63%
8,676
-85
31
$547K 0.57%
4,837
-177
32
$523K 0.54%
8,556
-61,469
33
$470K 0.49%
4,400
34
$467K 0.49%
9,517
-72,350
35
$455K 0.47%
1,734
36
$436K 0.45%
7,784
-6,536
37
$413K 0.43%
7,152
+1,229
38
$373K 0.39%
4,244
+125
39
$371K 0.39%
11,579
+549
40
$356K 0.37%
5,655
+1,196
41
$345K 0.36%
9,810
+788
42
$325K 0.34%
8,535
43
$321K 0.33%
4,780
-134
44
$249K 0.26%
13,455
45
$234K 0.24%
1,832
-53
46
$209K 0.22%
1,773
47
$136K 0.14%
14,843
48
– –
-5,271
49
– –
-22
50
– –
-497
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