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
$62.4M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$1.06M
3
+$491K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$416K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$396K

Top Sells

1
+$7.24M
2
+$4.94M
3
+$4.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.62M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.81M

Sector Composition

1 Consumer Discretionary 3.13%
2 Technology 1.66%
3 Consumer Staples 1.25%
4 Financials 0.75%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-79,689
27
– –
-38,447
28
– –
-4,650
29
– –
-40,583
30
– –
-11,450
31
– –
-5,395
32
– –
-2,616
33
– –
-4,842
34
– –
-4,150
35
– –
-8,535
1
2