MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
+7.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99M
AUM Growth
+$14.5M
(+17%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
13.92%
Top 10 Holdings %
Top 10 Hldgs %
56.9%
Holding
225
New
60
Increased
41
Reduced
31
Closed
32
Top Buys
Top Sells
| 1 |
VanEck Natural Resources ETF
HAP
|
$5.51M |
| 2 |
IQ ARB Merger Arbitrage ETF
MNA
|
$3.68M |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$3.49M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.58M |
| 5 |
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% |
