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
$118M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$3.84M
3
+$3.79M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$2.84M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$2.73M

Top Sells

1
+$2.54M
2
+$1.69M
3
+$367K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$121K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$112K

Sector Composition

1 Consumer Discretionary 5.37%
2 Technology 0.93%
3 Consumer Staples 0.48%
4 Utilities 0.46%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.96M 7.62%
335,648
-656
2
$7.21M 6.14%
109,962
-1,850
3
$7.05M 6%
262,707
+735
4
$6.93M 5.9%
287,990
-15,229
5
$6.47M 5.5%
86,759
-1,509
6
$6.34M 5.4%
+54,400
7
$5.03M 4.28%
15,565
-223
8
$4.9M 4.17%
58,482
-275
9
$4.73M 4.03%
114,970
-380
10
$4.48M 3.81%
39,073
-237
11
$4.41M 3.76%
300,482
-115,000
12
$4.35M 3.7%
66,719
+58,163
13
$4.35M 3.7%
80,920
+71,403
14
$4.17M 3.55%
71,022
+594
15
$4.09M 3.48%
37,139
-397
16
$3.3M 2.81%
229,396
-7,006
17
$3.27M 2.78%
291,263
-5,349
18
$2.84M 2.41%
+25,638
19
$2.74M 2.33%
59,848
+657
20
$2.73M 2.32%
+91,221
21
$2.62M 2.23%
90,970
+287
22
$862K 0.73%
19,414
23
$812K 0.69%
29,133
-1,103
24
$803K 0.68%
18,979
-953
25
$799K 0.68%
11,022
-310
1
2 3