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
51
$184K 0.22%
+1,677
52
$172K 0.2%
+1,764
53
$166K 0.2%
+3,170
54
$164K 0.19%
+510
55
$160K 0.19%
+3,050
56
$148K 0.18%
+1,147
57
$132K 0.16%
+2,057
58
$125K 0.15%
+4,628
59
$125K 0.15%
+3,222
60
$121K 0.14%
+2,688
61
$117K 0.14%
+1,140
62
$117K 0.14%
+4,064
63
$114K 0.13%
+14,843
64
$109K 0.13%
+2,308
65
$107K 0.13%
+1,564
66
$106K 0.13%
+2,405
67
$103K 0.12%
+5,271
68
$94K 0.11%
+1,020
69
$92K 0.11%
+3,167
70
$90K 0.11%
+3,653
71
$86K 0.1%
+1,524
72
$84K 0.1%
+1,800
73
$80K 0.09%
+498
74
$76K 0.09%
+3,513
75
$66K 0.08%
+2,248
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3
4 5