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
$112M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$3.86M
3
+$3.77M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$737K
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$713K

Top Sells

1
+$2.6M
2
+$1.31M
3
+$1.15M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$600K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$264K

Sector Composition

1 Consumer Discretionary 9.99%
2 Technology 1.1%
3 Utilities 0.75%
4 Consumer Staples 0.69%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64K 0.06%
1,505
+411
77
$63K 0.06%
1,923
78
$60K 0.05%
2,000
79
$59K 0.05%
666
80
$58K 0.05%
656
81
$57K 0.05%
756
-369
82
$56K 0.05%
1,611
+1,293
83
$55K 0.05%
4,728
+54
84
$55K 0.05%
500
85
$54K 0.05%
489
+356
86
$54K 0.05%
810
87
$53K 0.05%
202
88
$53K 0.05%
3,330
+36
89
$53K 0.05%
814
90
$52K 0.05%
1,980
+30
91
$51K 0.05%
+190
92
$49K 0.04%
585
93
$44K 0.04%
280
94
$44K 0.04%
759
+22
95
$44K 0.04%
718
+10
96
$43K 0.04%
+494
97
$39K 0.03%
315
98
$38K 0.03%
722
99
$38K 0.03%
858
+571
100
$38K 0.03%
1,440
2 3
4
5 6