MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
+6.83%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$62.6M
AUM Growth
+$62.6M
(+6.7%)
Cap. Flow
-$291K
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
95.65%
Holding
22
New
–
Increased
5
Reduced
5
Closed
–
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$360K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$34.1K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$20.9K |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
$18.4K |
| 5 |
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% |
