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
$96.3M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$170K
3
+$152K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$130K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$122K

Top Sells

1
+$3.74M
2
+$3.71M
3
+$3.59M
4
SH icon
ProShares Short S&P500
SH
+$1.17M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$872K

Sector Composition

1 Consumer Discretionary 6.82%
2 Technology 0.93%
3 Utilities 0.57%
4 Consumer Staples 0.49%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,124
52
– –
-15
53
– –
-1,611
54
– –
-56
55
– –
-644
56
– –
-494
57
– –
-2,521
58
– –
-190
59
– –
-135
60
– –
-19
61
– –
-1,398
62
– –
-1,440
63
– –
-5
64
– –
-1,760
65
– –
-497
66
– –
-22
67
– –
-5,271
68
– –
-100
69
– –
-1,218
70
– –
-500
71
– –
-1,564
72
– –
-814
73
– –
-4,609
74
– –
-65
75
– –
-448
1 2
3
4 5