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
$99M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.59M
3
+$4.09M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.07M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.83M

Top Sells

1
+$5.51M
2
+$3.68M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.52M

Sector Composition

1 Consumer Discretionary 4.52%
2 Technology 1.21%
3 Utilities 0.82%
4 Consumer Staples 0.73%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$141K 0.14%
4,802
+1,635
52
$138K 0.14%
2,579
-591
53
$138K 0.14%
1,323
-33,417
54
$130K 0.13%
14,843
55
$129K 0.13%
1,140
56
$126K 0.13%
1,564
57
$124K 0.13%
2,405
58
$121K 0.12%
1,125
59
$112K 0.11%
1,897
+373
60
$109K 0.11%
5,271
61
$108K 0.11%
2,308
62
$106K 0.11%
1,020
63
$97K 0.1%
1,800
64
$97K 0.1%
825
+525
65
$97K 0.1%
+870
66
$95K 0.1%
498
67
$93K 0.09%
+3,569
68
$89K 0.09%
+907
69
$88K 0.09%
2,248
70
$87K 0.09%
2,896
-1,168
71
$83K 0.08%
3,513
72
$71K 0.07%
1,794
+443
73
$70K 0.07%
1,400
74
$64K 0.06%
+1,923
75
$61K 0.06%
2,210
1 2
3
4 5