MWC

MKD Wealth Coaches Portfolio holdings

AUM $100M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
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
51
– –
-262,707
52
– –
-90,970
53
– –
-19,003
54
– –
-287,990
55
– –
-229,396
56
– –
-300,482
57
– –
-19,414
1 2
3