MKD Wealth Coaches Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$688K |
| 2 |
DIVY
Reality Shares DIVS ETF
DIVY
|
+$170K |
| 3 |
GARD
Reality Shares DIVCON Dividend Guard ETF
GARD
|
+$152K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$130K |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$122K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Stellantis
STLA
|
+$3.74M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.71M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.59M |
| 4 |
ProShares Short S&P500
SH
|
+$1.17M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$872K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 6.82% |
| 2 | Technology | 0.93% |
| 3 | Utilities | 0.57% |
| 4 | Consumer Staples | 0.49% |
| 5 | Financials | 0.22% |
Similar funds
MKD Wealth Coaches's Q3 2019 Portfolio in Review
As of Q3 2019, MKD Wealth Coaches held 220 positions worth $96.3M, down 14% from $112M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
MKD Wealth Coaches withdrew a net $17.7M in Q3 2019, closing 173 positions and reducing 11 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $222K position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 6.8% of assets, down from 10% a quarter earlier, followed by Technology and Utilities.
Against the trend, MKD Wealth Coaches opened a new position in Fidelity MSCI Health Care Index ETF worth $674K.
- MKD Wealth Coaches's largest Q3 2019 buy was Fidelity MSCI Health Care Index ETF: 15,539 shares worth $674K.
- MKD Wealth Coaches added most to Reality Shares DIVS ETF in Q3 2019, an estimated $170K increase.
- MKD Wealth Coaches's biggest Q3 2019 reduction was Stellantis, cutting an estimated $3.74M.
- MKD Wealth Coaches fully exited State Street SPDR S&P 500 ETF Trust in Q3 2019, selling an estimated $222K.
- MKD Wealth Coaches's ten largest holdings make up 61% of its $96.3M portfolio in Q3 2019.
- MKD Wealth Coaches opened 1 new position and closed 173 in Q3 2019.
- MKD Wealth Coaches's portfolio value fell 14% quarter-over-quarter to $96.3M.
Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.