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
$84.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.07M
3
+$6.06M
4
HAP icon
VanEck Natural Resources ETF
HAP
+$5.28M
5
GARD
Reality Shares DIVCON Dividend Guard ETF
GARD
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.96%
2 Technology 1.12%
3 Materials 0.98%
4 Utilities 0.72%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$679K 0.8%
+30,314
27
$662K 0.78%
+16,557
28
$632K 0.75%
+20,709
29
$606K 0.72%
+58,730
30
$589K 0.7%
+47,375
31
$568K 0.67%
+5,036
32
$555K 0.66%
+11,201
33
$523K 0.62%
+4,911
34
$505K 0.6%
+43,290
35
$469K 0.56%
+7,945
36
$461K 0.55%
+6,140
37
$352K 0.42%
+3,751
38
$322K 0.38%
+1,734
39
$314K 0.37%
+7,952
40
$311K 0.37%
+1,109
41
$295K 0.35%
+3,626
42
$292K 0.35%
+6,196
43
$291K 0.34%
+4,400
44
$279K 0.33%
+4,923
45
$279K 0.33%
+5,690
46
$231K 0.27%
+4,387
47
$228K 0.27%
+4,462
48
$198K 0.23%
+4,726
49
$193K 0.23%
+11,426
50
$192K 0.23%
+5,825
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