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
101
$33K 0.03%
+205
102
$33K 0.03%
420
+29
103
$33K 0.03%
350
104
$30K 0.03%
1,766
105
$30K 0.03%
+358
106
$29K 0.03%
+182
107
$29K 0.03%
+152
108
$29K 0.03%
2,078
+1,034
109
$29K 0.03%
+173
110
$29K 0.03%
+497
111
$27K 0.03%
+678
112
$27K 0.03%
560
+168
113
$25K 0.03%
1,335
+1,110
114
$25K 0.03%
+133
115
$25K 0.03%
72
-1,037
116
$24K 0.02%
333
117
$24K 0.02%
294
+279
118
$22K 0.02%
745
119
$22K 0.02%
+294
120
$21K 0.02%
+149
121
$20K 0.02%
1,500
122
$19K 0.02%
+1,205
123
$19K 0.02%
204
124
$19K 0.02%
135
125
$17K 0.02%
204
3 4
5
6 7