MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.59M
3
+$4.09M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.07M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.83M

Top Sells

1
+$5.51M
2
+$3.68M
3
+$3.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.52M

Sector Composition

1 Consumer Discretionary 4.52%
2 Technology 1.21%
3 Utilities 0.82%
4 Consumer Staples 0.73%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.67M 8.76%
330,949
+88,477
2
$6.78M 6.85%
+115,344
3
$6.41M 6.47%
89,008
+56,768
4
$6.2M 6.26%
256,132
+57,024
5
$5.45M 5.5%
310,241
+261,463
6
$5.2M 5.25%
87,770
+43,805
7
$4.61M 4.65%
16,185
-122
8
$4.5M 4.54%
58,260
-32,702
9
$4.34M 4.39%
114,670
-68,135
10
$4.18M 4.23%
38,005
-765
11
$4.07M 4.11%
+38,171
12
$3.83M 3.87%
+87,310
13
$2.8M 2.83%
188,772
14
$2.71M 2.74%
296,527
+213,595
15
$2.6M 2.62%
+94,635
16
$2.54M 2.56%
+91,027
17
$2.51M 2.54%
+236,708
18
$2.5M 2.52%
29,674
+29,500
19
$2.14M 2.16%
19,362
-17,896
20
$800K 0.81%
30,788
+474
21
$774K 0.78%
20,211
+395
22
$661K 0.67%
+17,315
23
$661K 0.67%
+11,149
24
$640K 0.65%
18,909
-1,800
25
$610K 0.62%
16,557
1
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