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MWC

MKD Wealth Coaches Portfolio holdings

AUM $117M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
-0.14%
1 Year Est. Return
+20.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.8M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow %
101.63%
Top 10 Hldgs %
93.31%
Holding
29
New
29
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$50.1M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.2M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.65M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.69M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.68M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
DIA icon
26
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$210K 0.21%
+494
New +$214K
AOR icon
27
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$205K 0.21%
+3,580
New +$210K
F icon
28
Ford
F
$58.6B
$137K 0.14%
+13,800
New +$147K
SLVP icon
29
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$804M
$118K 0.12%
+10,185
New +$136K
1
2

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ACMH
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MKD Wealth Coaches's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for MKD Wealth Coaches, which disclosed 29 positions worth $98.8M. Its ten largest holdings account for 93% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 84,703 shares worth $49.9M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 1.4% of assets, followed by Technology and Communication Services.

  • MKD Wealth Coaches's largest Q4 2024 buy was iShares Core S&P 500 ETF: 84,703 shares worth $49.9M.
  • MKD Wealth Coaches's ten largest holdings make up 93% of its $98.8M portfolio in Q4 2024.
  • MKD Wealth Coaches disclosed 29 positions in Q4 2024, its first 13F filing on record.

Based on MKD Wealth Coaches's 13F filing for Q4 2024, filed 5 Feb 2025.