MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.59M
3
+$4.09M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.07M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.83M

Top Sells

1
+$5.51M
2
+$3.68M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.52M

Sector Composition

1 Consumer Discretionary 4.52%
2 Technology 1.21%
3 Utilities 0.82%
4 Consumer Staples 0.73%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.06%
666
77
$59K 0.06%
2,403
-1,250
78
$55K 0.06%
656
79
$55K 0.06%
810
80
$54K 0.05%
500
81
$53K 0.05%
4,674
+78
82
$52K 0.05%
3,294
+36
83
$51K 0.05%
1,950
+24
84
$51K 0.05%
814
85
$50K 0.05%
+318
86
$49K 0.05%
202
87
$47K 0.05%
+585
88
$46K 0.05%
1,094
+14
89
$42K 0.04%
280
90
$42K 0.04%
737
+10
91
$42K 0.04%
708
+11
92
$41K 0.04%
1,525
93
$41K 0.04%
2,000
94
$39K 0.04%
+315
95
$38K 0.04%
+417
96
$38K 0.04%
1,440
97
$36K 0.04%
984
98
$36K 0.04%
722
-29
99
$35K 0.04%
+287
100
$34K 0.03%
+853
2 3
4
5 6