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
$62.6M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$97.5K
2
+$19K
3
+$12.9K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3K
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$7.39K

Top Sells

1
+$34.1K
2
+$33.2K
3
+$20.9K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$18.4K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.57K

Sector Composition

1 Consumer Discretionary 3.51%
2 Technology 1.73%
3 Consumer Staples 1.7%
4 Financials 0.56%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.1M 60.86%
88,561
+24
2
$12.6M 20.2%
111,852
+863
3
$2.1M 3.37%
18,248
-181
4
$1.56M 2.49%
21,904
5
$1.09M 1.75%
10,175
+177
6
$1.06M 1.7%
4,400
7
$1.02M 1.64%
15,265
+192
8
$1M 1.6%
7,316
9
$860K 1.37%
7,342
-291
10
$423K 0.68%
2,460
11
$420K 0.67%
1,463
12
$353K 0.56%
8,352
13
$317K 0.51%
3,606
-52
14
$294K 0.47%
8,725
-984
15
$293K 0.47%
2,131
16
$226K 0.36%
5,021
-409
17
$214K 0.34%
14,400
18
$208K 0.33%
13,568
+482
19
$171K 0.27%
1,400
20
$125K 0.2%
1,000
21
$81K 0.13%
300
22
$17K 0.03%
50