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

Top Buys

1
+$7.72M
2
+$5.71M
3
+$4.53M
4
SH icon
ProShares Short S&P500
SH
+$2.48M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$518K

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
51
– –
-287,990
52
– –
-229,396
53
– –
-19,414
54
– –
-54,400
55
– –
-1,734
56
– –
-13,455
57
– –
-262,707
1 2
3