MWC
MKD Wealth Coaches Portfolio holdings
AUM
$100M
1-Year Est. Return
11.11%
1 Year Est. Return
+11.11%
AUM
$94.8M
AUM Growth
+$6.47M
(+7.3%)
Holding
26
Top Buys
| 1 | +$801K | |
| 2 | +$348K | |
| 3 | +$233K | |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
+$21K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$10.1K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$203K | |
| 3 | +$202K | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$158K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$42.1K |
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
Schwab US Dividend Equity ETF
SCHD
$69.9B
| – | – |
-7,261
|
|