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
$118M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$3.84M
3
+$3.79M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$2.84M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$2.73M

Top Sells

1
+$2.54M
2
+$1.69M
3
+$367K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$121K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$112K

Sector Composition

1 Consumer Discretionary 5.37%
2 Technology 0.93%
3 Consumer Staples 0.48%
4 Utilities 0.46%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$757K 0.64%
15,223
-316
27
$747K 0.64%
15,487
-314
28
$740K 0.63%
20,691
-416
29
$725K 0.62%
17,253
-386
30
$716K 0.61%
19,003
-429
31
$701K 0.6%
15,792
-168
32
$693K 0.59%
+13,805
33
$668K 0.57%
19,444
-71
34
$596K 0.51%
6,201
-843
35
$586K 0.5%
8,609
-67
36
$571K 0.49%
7,784
37
$564K 0.48%
4,400
38
$535K 0.46%
4,837
39
$520K 0.44%
1,734
40
$457K 0.39%
7,253
+101
41
$390K 0.33%
11,760
+181
42
$387K 0.33%
5,726
+71
43
$372K 0.32%
4,266
+22
44
$369K 0.31%
9,938
+128
45
$352K 0.3%
13,455
46
$328K 0.28%
4,512
-268
47
$328K 0.28%
+8,972
48
$317K 0.27%
8,535
49
$247K 0.21%
1,773
50
$238K 0.2%
1,857
+25
1
2
3