MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 13.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.8M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$322K
3
+$220K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$20.2K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.65K

Top Sells

1
+$1.43M
2
+$203K
3
+$200K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$146K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$39.1K

Sector Composition

1 Consumer Discretionary 0.68%
2 Technology 0.29%
3 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,261
1
2