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
176
$2K ﹤0.01%
+17
177
$2K ﹤0.01%
+15
178
$2K ﹤0.01%
+56
179
$1K ﹤0.01%
56
+10
180
$1K ﹤0.01%
+29
181
$1K ﹤0.01%
+28
182
$1K ﹤0.01%
+280
183
$1K ﹤0.01%
+14
184
$1K ﹤0.01%
+19
185
$0 ﹤0.01%
22
186
$0 ﹤0.01%
6
187
– –
-525
188
$0 ﹤0.01%
5
189
– –
-38
190
– –
-86
191
– –
-100
192
– –
-420
193
– –
-100
194
$0 ﹤0.01%
6
-54,950
195
– –
-750
196
$0 ﹤0.01%
6
-47,369
197
– –
-100
198
– –
-1,677
199
– –
-4,726
200
$0 ﹤0.01%
5
-44,566
5 6 7
8
9