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
$74.5M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.58M
3
+$4.51M
4
SH icon
ProShares Short S&P500
SH
+$2.71M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$318K

Top Sells

1
+$7.05M
2
+$6.93M
3
+$6.34M
4
STLA icon
Stellantis
STLA
+$4.41M
5
SPPP
Sprott Physical Platinum and Palladium Trust
SPPP
+$3.3M

Sector Composition

1 Technology 0.74%
2 Consumer Staples 0.55%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$553K 0.74%
8,696
+912
27
$419K 0.56%
3,392
+1,535
28
$409K 0.55%
4,400
29
$349K 0.47%
11,583
-177
30
$320K 0.43%
5,605
-121
31
$318K 0.43%
+16,017
32
$309K 0.41%
8,535
33
$294K 0.39%
3,020
+720
34
$274K 0.37%
+4,366
35
$259K 0.35%
10,282
+344
36
$72K 0.1%
14,893
+250
37
– –
-15,487
38
– –
-17,253
39
– –
-19,444
40
– –
-90,970
41
– –
-59,848
42
– –
-4,837
43
– –
-91,221
44
– –
-15,792
45
– –
-29,133
46
– –
-19,003
47
– –
-8,972
48
– –
-4,512
49
– –
-1,773
50
– –
-287,990
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