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
$88.4M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$500K
3
+$483K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$203K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$77.8K

Top Sells

1
+$15.7M
2
+$1.38M
3
+$743K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$577K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$495K

Sector Composition

1 Consumer Discretionary 0.65%
2 Technology 0.34%
3 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,580
27
– –
-2,613
28
– –
-10,185
29
– –
-18,618
30
– –
-4,056
1
2