MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
+2.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+13%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
11.18%
Top 10 Holdings %
Top 10 Hldgs %
55.08%
Holding
235
New
41
Increased
49
Reduced
37
Closed
15
Top Buys
| 1 |
Stellantis
STLA
|
$6.99M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.86M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.77M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$737K |
| 5 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
$713K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.99% |
| 2 | Technology | 1.1% |
| 3 | Utilities | 0.75% |
| 4 | Consumer Staples | 0.69% |
| 5 | Financials | 0.6% |
