MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
+6.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+22%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
13.12%
Top 10 Holdings %
Top 10 Hldgs %
52.85%
Holding
53
New
6
Increased
12
Reduced
26
Closed
1
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$6.34M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.84M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.79M |
| 4 |
ProShares K-1 Free Crude Oil Strategy ETF
OILK
|
$2.84M |
| 5 |
iShares MSCI Canada ETF
EWC
|
$2.73M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.54M |
| 2 |
Stellantis
STLA
|
$1.69M |
| 3 |
iShares MSCI Global Gold Miners ETF
RING
|
$367K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$121K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$112K |
Sector Composition
| 1 | Consumer Discretionary | 5.37% |
| 2 | Technology | 0.93% |
| 3 | Consumer Staples | 0.48% |
| 4 | Utilities | 0.46% |
| 5 | Financials | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.4T
| $213K | 0.18% |
+115
| New | +$213K |
|
52
Ford
F
$46.6B
| $136K | 0.12% |
14,643
-200
| -1% | -$1.86K |
|
|
53
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| – | – |
-29,896
| Closed | -$2.54M |
|