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
$98.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$49.9M
2 +$20.5M
3 +$6.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.66M
5
IWB icon
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 Change
in Stake
Capital Flow
26
$210K 0.21%
+494
27
$205K 0.21%
+3,580
28
$137K 0.14%
+13,800
29
$118K 0.12%
+10,185