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
101
$37K 0.03%
+756
102
$36K 0.03%
984
103
$36K 0.03%
+518
104
$35K 0.03%
1,084
+879
105
$34K 0.03%
427
+7
106
$33K 0.03%
1,798
+1,616
107
$33K 0.03%
350
108
$32K 0.03%
152
109
$32K 0.03%
1,766
110
$32K 0.03%
1,674
+1,380
111
$30K 0.03%
358
112
$30K 0.03%
2,078
113
$30K 0.03%
1,124
+951
114
$30K 0.03%
497
115
$29K 0.03%
1,032
+354
116
$29K 0.03%
3,060
+2,500
117
$27K 0.02%
+29
118
$27K 0.02%
+206
119
$24K 0.02%
333
120
$24K 0.02%
310
+16
121
$24K 0.02%
+400
122
$23K 0.02%
781
+632
123
$23K 0.02%
294
124
$21K 0.02%
524
-329
125
$21K 0.02%
1,205
3 4
5
6 7