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
$118M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$3.69M
3
+$3.68M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$2.66M
5
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$2.64M

Top Sells

1
+$2.54M
2
+$1.66M
3
+$339K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$119K
5
EFAV icon
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 Change
in Stake 		Capital Flow
51
$213K 0.18%
+2,300
52
$136K 0.12%
14,643
-200
53
– –
-29,896
1 2
3