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
$98.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$20.5M
3
+$6.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.66M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.66M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.34%
3 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.9M 50.48%
+84,703
2
$20.5M 20.71%
+177,573
3
$6.54M 6.62%
+67,480
4
$3.66M 3.71%
+34,391
5
$3.66M 3.71%
+11,372
6
$2.34M 2.37%
+89,347
7
$2.24M 2.27%
+23,145
8
$2.02M 2.04%
+38,590
9
$743K 0.75%
+18,618
10
$653K 0.66%
+8,302
11
$585K 0.59%
+1,425
12
$577K 0.58%
+2,613
13
$508K 0.51%
+15,740
14
$501K 0.51%
+2,284
15
$492K 0.5%
+6,513
16
$437K 0.44%
+3,400
17
$404K 0.41%
+6,487
18
$386K 0.39%
+7,801
19
$361K 0.37%
+2,131
20
$344K 0.35%
+7,925
21
$339K 0.34%
+1,352
22
$285K 0.29%
+12,278
23
$265K 0.27%
+1,400
24
$232K 0.24%
+4,056
25
$218K 0.22%
+9,587
1
2