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
$79.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.21M
3
+$2.76M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.47M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.13M

Top Sells

1
+$5.58M
2
+$4.82M
3
+$3.4M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.06M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$648K

Sector Composition

1 Technology 1.34%
2 Consumer Staples 0.7%
3 Consumer Discretionary 0.69%
4 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$299K 0.38%
8,535
27
$296K 0.37%
+1,463
28
$277K 0.35%
9,125
-1,157
29
$269K 0.34%
+1,321
30
$212K 0.27%
+2,131
31
$90K 0.11%
14,832
-61
32
– –
-178,973
33
– –
-19,500
34
– –
-14,386
35
– –
-10,343
36
– –
-17,816
37
– –
-28,881
38
– –
-30,728
39
– –
-321,131
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