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
201
$1K ﹤0.01%
+16,600
202
$1K ﹤0.01%
56
203
$1K ﹤0.01%
+830
204
$1K ﹤0.01%
+741
205
$1K ﹤0.01%
+1,391
206
$1K ﹤0.01%
+645
207
$1K ﹤0.01%
+630
208
$1K ﹤0.01%
+714
209
$1K ﹤0.01%
+1,488
210
$0 ﹤0.01%
22
211
– –
-6
212
– –
0
213
$0 ﹤0.01%
+448
214
$0 ﹤0.01%
+1,398
215
$0 ﹤0.01%
+477
216
$0 ﹤0.01%
+332
217
– –
-5
218
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-8
219
– –
-52
220
– –
-2,248
221
– –
-1,525
222
$0 ﹤0.01%
1
-61
223
– –
-180
224
$0 ﹤0.01%
7
225
$0 ﹤0.01%
+145
6 7 8
9
10