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
$58.6M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$163K
3
+$103K
4
META icon
Meta Platforms (Facebook)
META
+$15K
5
F icon
Ford
F
+$697

Top Sells

1
+$3.04M
2
+$2.82M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$531K

Sector Composition

1 Consumer Discretionary 3.72%
2 Technology 1.65%
3 Consumer Staples 1.49%
4 Financials 0.64%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-6,168
1
2