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
126
$17K 0.02%
103
+3
127
$17K 0.02%
+120
128
$16K 0.02%
104
129
$15K 0.02%
133
-4,778
130
$15K 0.02%
288
131
$15K 0.02%
948
132
$14K 0.01%
100
133
$12K 0.01%
+50
134
$11K 0.01%
+191
135
$11K 0.01%
180
136
$11K 0.01%
70
-1
137
$11K 0.01%
+274
138
$11K 0.01%
+400
139
$10K 0.01%
752
-57,978
140
$9K 0.01%
150
141
$9K 0.01%
+908
142
$9K 0.01%
66
-12,394
143
$8K 0.01%
702
144
$8K 0.01%
292
145
$6K 0.01%
138
-19,741
146
$5K 0.01%
+121
147
$5K 0.01%
237
148
$5K 0.01%
117
-48,070
149
$5K 0.01%
+80
150
$5K 0.01%
98
4 5
6
7 8