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
$79.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.21M
3
+$2.76M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.47M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.13M

Top Sells

1
+$5.58M
2
+$4.82M
3
+$3.4M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.06M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$648K

Sector Composition

1 Technology 1.34%
2 Consumer Staples 0.7%
3 Consumer Discretionary 0.69%
4 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.62M 12.14%
31,052
+16,719
2
$8.71M 11%
143,685
+40,686
3
$8.13M 10.26%
49,582
-2,209
4
$7.06M 8.91%
103,369
+46,994
5
$7M 8.84%
57,440
+22,629
6
$5.67M 7.15%
108,964
+40,873
7
$4.97M 6.28%
146,361
-3,344
8
$3.78M 4.77%
34,597
-1,103
9
$3.52M 4.45%
263,116
-1,664
10
$3.46M 4.37%
97,330
-13,415
11
$3.43M 4.33%
59,998
-4,603
12
$3.31M 4.18%
50,075
-1,132
13
$3.27M 4.13%
68,783
-5,721
14
$795K 1%
8,720
+24
15
$680K 0.86%
9,067
-78
16
$669K 0.84%
7,175
+417
17
$653K 0.82%
12,829
-2,296
18
$553K 0.7%
4,611
+211
19
$459K 0.58%
3,410
+18
20
$458K 0.58%
3,320
+300
21
$335K 0.42%
4,667
-938
22
$316K 0.4%
4,230
-136
23
$304K 0.38%
9,626
-1,957
24
$303K 0.38%
5,794
-7,871
25
$303K 0.38%
10,300
-5,717
1
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