MWC
MKD Wealth Coaches Portfolio holdings
AUM
$100M
1-Year Est. Return
11.11%
1 Year Est. Return
+11.11%
AUM
$96.3M
AUM Growth
-$15.9M
(-14%)
Holding
221
Top Buys
| 1 | +$674K | |
| 2 | +$169K | |
| 3 | +$154K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$131K |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$121K |
Top Sells
| 1 | +$3.76M | |
| 2 | +$3.62M | |
| 3 | +$3.55M | |
| 4 |
ProShares Short S&P500
SH
|
+$1.16M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$877K |
Sector Composition
| 1 | Consumer Discretionary | 6.82% |
| 2 | Technology | 0.93% |
| 3 | Utilities | 0.57% |
| 4 | Consumer Staples | 0.49% |
| 5 | Financials | 0.22% |