MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.8M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$801K
2
+$348K
3
+$233K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$21K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.1K

Top Sells

1
+$1.52M
2
+$203K
3
+$202K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$158K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$42.1K

Sector Composition

1 Consumer Discretionary 0.68%
2 Technology 0.29%
3 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.5M 56.38%
86,123
+561
2
$14.5M 15.33%
234,382
+12,916
3
$6.99M 7.37%
70,497
-2,039
4
$3.68M 3.88%
10,825
-464
5
$2.38M 2.51%
92,434
+7
6
$2.2M 2.32%
21,087
-250
7
$2.01M 2.12%
33,537
-701
8
$2.01M 2.12%
17,917
-276
9
$1.53M 1.61%
13,970
-13,874
10
$655K 0.69%
8,122
-179
11
$625K 0.66%
1,425
12
$592K 0.62%
6,626
+113
13
$533K 0.56%
15,740
14
$501K 0.53%
2,282
-2
15
$458K 0.48%
3,394
-6
16
$377K 0.4%
2,131
17
$315K 0.33%
5,046
-3
18
$301K 0.32%
6,528
+457
19
$280K 0.3%
11,455
+246
20
$277K 0.29%
1,352
21
$273K 0.29%
11,764
+330
22
$247K 0.26%
1,400
23
$233K 0.25%
+4,481
24
$218K 0.23%
494
25
$149K 0.16%
13,700
-100
1
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