MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
+0.95%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.3M
AUM Growth
+$96.3M
(-14%)
Cap. Flow
-$17.6M
Cap. Flow
% of AUM
-18.25%
Top 10 Holdings %
Top 10 Hldgs %
61.26%
Holding
221
New
1
Increased
28
Reduced
11
Closed
173
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.76M |
| 2 |
Stellantis
STLA
|
$3.62M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$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% |
