MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
-9.83%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$84.5M
AUM Growth
–
Cap. Flow
+$84.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.53%
Holding
165
New
165
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.31M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.07M |
| 3 |
DIVY
Reality Shares DIVS ETF
DIVY
|
$6.06M |
| 4 |
VanEck Natural Resources ETF
HAP
|
$5.28M |
| 5 |
GARD
Reality Shares DIVCON Dividend Guard ETF
GARD
|
$4.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 4.96% |
| 2 | Technology | 1.12% |
| 3 | Materials | 0.98% |
| 4 | Utilities | 0.72% |
| 5 | Consumer Staples | 0.68% |
