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
$73.1M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$431K
3
+$331K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$306K
5
MSFT icon
Microsoft
MSFT
+$306K

Top Sells

1
+$424K
2
+$329K
3
+$242K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$198K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$192K

Sector Composition

1 Consumer Discretionary 4.63%
2 Technology 3.59%
3 Consumer Staples 1.64%
4 Communication Services 1.06%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$214K 0.29%
+800
27
$203K 0.28%
1,400
28
$182K 0.25%
+1,115
29
$167K 0.23%
+182
30
$164K 0.22%
+932
31
$159K 0.22%
+1,105
32
$148K 0.2%
11,478
-2,090
33
$118K 0.16%
352
+302
34
$103K 0.14%
+154
35
– –
-5,400
36
– –
-1,214
37
– –
-44
38
– –
-8,352
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