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
$73.1M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$431K
3
+$331K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$306K
5
MSFT icon
Microsoft
MSFT
+$306K

Top Sells

1
+$424K
2
+$329K
3
+$242K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$198K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$192K

Sector Composition

1 Consumer Discretionary 4.63%
2 Technology 3.59%
3 Consumer Staples 1.64%
4 Communication Services 1.06%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.3M 57.93%
88,752
-416
2
$13M 17.85%
113,889
-296
3
$1.9M 2.6%
21,904
4
$1.89M 2.59%
16,602
-1,679
5
$1.75M 2.39%
+22,240
6
$1.59M 2.17%
8,948
+1,632
7
$1.09M 1.5%
9,918
-298
8
$1.02M 1.39%
4,400
9
$905K 1.24%
15,113
-140
10
$865K 1.18%
7,437
+104
11
$644K 0.88%
3,860
+1,400
12
$469K 0.64%
1,463
13
$451K 0.62%
3,120
+2,120
14
$431K 0.59%
+22,972
15
$407K 0.56%
1,210
+910
16
$406K 0.56%
19,545
+5,145
17
$331K 0.45%
+8,414
18
$313K 0.43%
2,131
19
$304K 0.42%
3,496
-127
20
$301K 0.41%
+726
21
$282K 0.39%
8,111
-552
22
$231K 0.32%
+772
23
$221K 0.3%
11,664
+114
24
$216K 0.3%
+9,734
25
$215K 0.29%
+854
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