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
$112M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$3.86M
3
+$3.77M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$737K
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$713K

Top Sells

1
+$2.6M
2
+$1.31M
3
+$1.15M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$600K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$264K

Sector Composition

1 Consumer Discretionary 9.99%
2 Technology 1.1%
3 Utilities 0.75%
4 Consumer Staples 0.69%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$152K 0.14%
14,843
52
$149K 0.13%
2,521
-192
53
$148K 0.13%
3,942
54
$143K 0.13%
2,629
+50
55
$141K 0.13%
2,000
+860
56
$133K 0.12%
2,405
57
$128K 0.11%
1,218
-105
58
$128K 0.11%
4,609
-193
59
$120K 0.11%
1,564
60
$118K 0.11%
2,308
61
$113K 0.1%
498
62
$113K 0.1%
3,595
+2,770
63
$112K 0.1%
1,384
+364
64
$110K 0.1%
5,271
65
$98K 0.09%
870
66
$94K 0.08%
3,569
67
$90K 0.08%
907
68
$89K 0.08%
3,513
69
$89K 0.08%
1,557
-340
70
$88K 0.08%
2,898
+2
71
$87K 0.08%
2,721
+921
72
$77K 0.07%
1,400
73
$71K 0.06%
2,615
+212
74
$70K 0.06%
1,760
-34
75
$65K 0.06%
3,484
+1,274
1 2
3
4 5