MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 13.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.53%
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
+$6.46M
2
+$4.5M
3
+$3.99M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.98M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.77M

Top Sells

1
+$5.39M
2
+$3.7M
3
+$3.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.51M

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
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