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
$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%
+644
202
$1K ﹤0.01%
19
203
$1K ﹤0.01%
+714
204
$1K ﹤0.01%
+574
205
$1K ﹤0.01%
+567
206
$1K ﹤0.01%
+16,600
207
$1K ﹤0.01%
29
208
$1K ﹤0.01%
28
209
$1K ﹤0.01%
+725
210
– –
-6
211
$0 ﹤0.01%
+384
212
– –
-6
213
– –
-4,477
214
– –
-13,480
215
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-98
216
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-5
217
$0 ﹤0.01%
+145
218
$0 ﹤0.01%
7
219
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-180
220
$0 ﹤0.01%
1
-61
221
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-2,248
222
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223
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-8
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– –
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225
$0 ﹤0.01%
+448
6 7 8
9
10