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
151
$9K 0.01%
752
152
$9K 0.01%
65
-1
153
$8K 0.01%
292
154
$7K 0.01%
+127
155
$6K 0.01%
121
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$6K 0.01%
237
157
$6K 0.01%
135
-3
158
$5K ﹤0.01%
110
-7
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$5K ﹤0.01%
174
160
$5K ﹤0.01%
524
+491
161
$5K ﹤0.01%
292
162
$4K ﹤0.01%
100
163
$4K ﹤0.01%
78
164
$4K ﹤0.01%
+3,954
165
$3K ﹤0.01%
50
166
$3K ﹤0.01%
120
167
$2K ﹤0.01%
29
168
$2K ﹤0.01%
365
169
$2K ﹤0.01%
11
-122
170
$2K ﹤0.01%
38
171
$2K ﹤0.01%
40
172
$2K ﹤0.01%
50
173
$2K ﹤0.01%
38
174
$2K ﹤0.01%
25
175
$2K ﹤0.01%
22
5 6
7
8 9