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MWC
MKD Wealth Coaches Portfolio holdings
AUM
$117M
1-Year Est. Return
20.43%
This Fund
S&P 500
This Quarter
Est. Return
-0.14%
1 Year Est. Return
+20.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.8M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
101.63%
Top 10 Holdings %
Top 10 Hldgs %
93.31%
Holding
29
New
29
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$50.1M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$21.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.65M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$3.69M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$3.68M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 97.99% |
| 2 | Consumer Discretionary | 1.4% |
| 3 | Technology | 0.34% |
| 4 | Communication Services | 0.27% |
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MKD Wealth Coaches's Q4 2024 Portfolio in Review
As of Q4 2024, MKD Wealth Coaches held 29 positions worth $98.8M. Its ten largest holdings account for 93% of the portfolio.
MKD Wealth Coaches deployed $100M of net new capital in Q4 2024, opening 29 new positions. Its largest new stake was iShares Core S&P 500 ETF: 84,703 shares worth $49.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, followed by Consumer Discretionary and Technology.
- MKD Wealth Coaches's largest Q4 2024 buy was iShares Core S&P 500 ETF: 84,703 shares worth $49.9M.
- MKD Wealth Coaches's ten largest holdings make up 93% of its $98.8M portfolio in Q4 2024.
- MKD Wealth Coaches opened 29 new positions and closed 0 in Q4 2024.
Based on MKD Wealth Coaches's 13F filing for Q4 2024, filed 5 Feb 2025.