MWC

MKD Wealth Coaches Portfolio holdings

AUM $102M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$71.4K
3
+$63.4K
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$40.8K
5
F icon
Ford
F
+$31.1K

Top Sells

1
+$879K
2
+$251K
3
+$69K
4
IAU icon
iShares Gold Trust
IAU
+$29.4K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$25.7K

Sector Composition

1 Consumer Discretionary 0.76%
2 Communication Services 0.43%
3 Technology 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.15K 0.01%
+12,000
1
2