MWC

MKD Wealth Coaches Portfolio holdings

AUM $94.8M
This Quarter Return
-9.83%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$84.5M
AUM Growth
Cap. Flow
+$84.5M
Cap. Flow %
100%
Top 10 Hldgs %
57.53%
Holding
165
New
165
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.96%
2 Technology 1.12%
3 Materials 0.98%
4 Utilities 0.72%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IXUS icon
151
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
$2K ﹤0.01%
+34
New +$2K
MCHI icon
152
iShares MSCI China ETF
MCHI
$7.78B
$2K ﹤0.01%
+35
New +$2K
ROKU icon
153
Roku
ROKU
$14.3B
$2K ﹤0.01%
+52
New +$2K
XLE icon
154
Energy Select Sector SPDR Fund
XLE
$27.2B
$2K ﹤0.01%
+43
New +$2K
CRIS icon
155
Curis
CRIS
$21.4M
$1K ﹤0.01%
+50
New +$1K
FENY icon
156
Fidelity MSCI Energy Index ETF
FENY
$1.45B
$1K ﹤0.01%
+46
New +$1K
KWEB icon
157
KraneShares CSI China Internet ETF
KWEB
$8.43B
$1K ﹤0.01%
+38
New +$1K
LC icon
158
LendingClub
LC
$1.92B
$1K ﹤0.01%
+100
New +$1K
OI icon
159
O-I Glass
OI
$1.95B
$1K ﹤0.01%
+57
New +$1K
PPLT icon
160
abrdn Physical Platinum Shares ETF
PPLT
$1.59B
$1K ﹤0.01%
+15
New +$1K
GM icon
161
General Motors
GM
$55.4B
$0 ﹤0.01%
+7
New
PJT icon
162
PJT Partners
PJT
$4.37B
$0 ﹤0.01%
+4
New
VSM
163
DELISTED
Versum Materials, Inc.
VSM
$0 ﹤0.01%
+5
New
GM.WS.B
164
DELISTED
General Motors Company
GM.WS.B
$0 ﹤0.01%
+6
New
FTR
165
DELISTED
Frontier Communications Corp.
FTR
$0 ﹤0.01%
+22
New