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
176
$2K ﹤0.01%
1,610
+1,588
177
$2K ﹤0.01%
50
178
$2K ﹤0.01%
34
179
$2K ﹤0.01%
100
180
$2K ﹤0.01%
5
181
$2K ﹤0.01%
17
182
$2K ﹤0.01%
562
+145
183
$2K ﹤0.01%
50
184
$2K ﹤0.01%
+1,701
185
$2K ﹤0.01%
+1,657
186
$2K ﹤0.01%
14
187
$2K ﹤0.01%
15
188
$2K ﹤0.01%
56
189
$1K ﹤0.01%
19
190
$1K ﹤0.01%
+644
191
$1K ﹤0.01%
+567
192
$1K ﹤0.01%
+574
193
$1K ﹤0.01%
+825
194
$1K ﹤0.01%
2,109
+1,989
195
$1K ﹤0.01%
+1,279
196
$1K ﹤0.01%
280
197
$1K ﹤0.01%
+1,006
198
$1K ﹤0.01%
+725
199
$1K ﹤0.01%
28
200
$1K ﹤0.01%
29
6 7
8
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