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
201
$1K ﹤0.01%
+1,006
202
$1K ﹤0.01%
280
203
$1K ﹤0.01%
+1,279
204
$1K ﹤0.01%
2,109
+1,989
205
$1K ﹤0.01%
+825
206
$1K ﹤0.01%
+574
207
$1K ﹤0.01%
+567
208
$1K ﹤0.01%
+644
209
$1K ﹤0.01%
19
210
$0 ﹤0.01%
+384
211
– –
-94,635
212
– –
-80
213
– –
-6
214
– –
-4,477
215
– –
-13,480
216
– –
-98
217
– –
-5
218
$0 ﹤0.01%
+145
219
$0 ﹤0.01%
7
220
– –
-180
221
$0 ﹤0.01%
1
-61
222
– –
-1,525
223
– –
-2,248
224
– –
-52
225
– –
-8
6 7 8
9
10