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
$112M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$4.95M
3
+$3.85M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.74M
5
AMZN icon
Amazon
AMZN
+$1.19M

Top Sells

1
+$2.6M
2
+$1.28M
3
+$1.14M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$600K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$257K

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%
50
177
$2K ﹤0.01%
34
178
$2K ﹤0.01%
100
179
$2K ﹤0.01%
5
180
$2K ﹤0.01%
17
181
$2K ﹤0.01%
562
+145
182
$2K ﹤0.01%
50
183
$2K ﹤0.01%
+1,701
184
$2K ﹤0.01%
+1,657
185
$2K ﹤0.01%
14
186
$2K ﹤0.01%
15
187
$2K ﹤0.01%
56
188
$2K ﹤0.01%
29
189
$1K ﹤0.01%
+714
190
$1K ﹤0.01%
+630
191
$1K ﹤0.01%
+1,488
192
$1K ﹤0.01%
+645
193
$1K ﹤0.01%
+1,391
194
$1K ﹤0.01%
+741
195
$1K ﹤0.01%
+830
196
$1K ﹤0.01%
56
197
$1K ﹤0.01%
+16,600
198
$1K ﹤0.01%
29
199
$1K ﹤0.01%
28
200
$1K ﹤0.01%
+725
6 7
8
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