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
126
$21K 0.02%
204
127
$20K 0.02%
103
128
$20K 0.02%
1,500
129
$20K 0.02%
135
130
$18K 0.02%
+236
131
$17K 0.02%
745
132
$17K 0.02%
204
133
$17K 0.02%
+150
134
$17K 0.02%
104
135
$16K 0.01%
53
-19
136
$16K 0.01%
726
+626
137
$15K 0.01%
+984
138
$15K 0.01%
948
139
$14K 0.01%
+900
140
$14K 0.01%
8,508
+8,428
141
$14K 0.01%
288
142
$13K 0.01%
50
143
$13K 0.01%
400
144
$13K 0.01%
900
-435
145
$12K 0.01%
274
146
$11K 0.01%
191
147
$11K 0.01%
814
+664
148
$11K 0.01%
70
149
$10K 0.01%
908
150
$9K 0.01%
702
4 5
6
7 8