MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
-0.14%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.8M
AUM Growth
–
Cap. Flow
+$98.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.31%
Holding
29
New
29
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$49.9M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$20.5M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.54M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$3.66M |
| 5 |
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% |
