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MWC
MKD Wealth Coaches Portfolio holdings
AUM
$117M
1-Year Est. Return
20.43%
This Fund
S&P 500
This Quarter
Est. Return
-9.83%
1 Year Est. Return
+20.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$84.5M
AUM Growth
–
Cap. Flow
+$89.2M
Cap. Flow
% of AUM
105.58%
Top 10 Holdings %
Top 10 Hldgs %
57.53%
Holding
165
New
165
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$7.03M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.67M |
| 3 |
DIVY
Reality Shares DIVS ETF
DIVY
|
+$6.38M |
| 4 |
VanEck Natural Resources ETF
HAP
|
+$5.73M |
| 5 |
GARD
Reality Shares DIVCON Dividend Guard ETF
GARD
|
+$4.78M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 4.96% |
| 2 | Technology | 1.12% |
| 3 | Materials | 0.98% |
| 4 | Utilities | 0.72% |
| 5 | Consumer Staples | 0.68% |
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MKD Wealth Coaches's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for MKD Wealth Coaches, which disclosed 165 positions worth $84.5M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is iShares Core S&P Small-Cap ETF: 90,962 shares worth $6.3M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 5% of assets, followed by Technology and Materials.
- MKD Wealth Coaches's largest Q4 2018 buy was iShares Core S&P Small-Cap ETF: 90,962 shares worth $6.3M.
- MKD Wealth Coaches's ten largest holdings make up 58% of its $84.5M portfolio in Q4 2018.
- MKD Wealth Coaches disclosed 165 positions in Q4 2018, its first 13F filing on record.
Based on MKD Wealth Coaches's 13F filing for Q4 2018, filed 15 Jan 2019.