MWC

MKD Wealth Coaches Portfolio holdings

AUM $102M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
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
+$6.46M
2
+$4.5M
3
+$3.99M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.98M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.77M

Top Sells

1
+$5.39M
2
+$3.7M
3
+$3.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.51M

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
151
$5K 0.01%
62
152
$5K 0.01%
+121
153
$5K 0.01%
292
154
$5K 0.01%
294
+3
155
$4K ﹤0.01%
+78
156
$4K ﹤0.01%
120
157
$4K ﹤0.01%
+80
158
$4K ﹤0.01%
22
159
$4K ﹤0.01%
+33
160
$3K ﹤0.01%
+50
161
$3K ﹤0.01%
365
162
$3K ﹤0.01%
+100
163
$3K ﹤0.01%
+50
164
$3K ﹤0.01%
52
165
$2K ﹤0.01%
+25
166
$2K ﹤0.01%
+22
167
$2K ﹤0.01%
50
-1,578
168
$2K ﹤0.01%
34
169
$2K ﹤0.01%
100
170
$2K ﹤0.01%
+5
171
$2K ﹤0.01%
+17
172
$2K ﹤0.01%
+15
173
$2K ﹤0.01%
+56
174
$2K ﹤0.01%
+29
175
$2K ﹤0.01%
+38
5 6
7
8 9