MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
-0.14%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.8M
AUM Growth
–
Cap. Flow
+$98.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.31%
Holding
29
New
29
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$49.9M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$20.5M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.54M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$3.66M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$3.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.4% |
| 2 | Technology | 0.34% |
| 3 | Communication Services | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $210K | 0.21% |
+494
| New | +$210K |
|
27
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.68B
| $205K | 0.21% |
+3,580
| New | +$205K |
|
28
Ford
F
$46.8B
| $137K | 0.14% |
+13,800
| New | +$137K |
|
29
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$391M
| $118K | 0.12% |
+10,185
| New | +$118K |
|