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
76
$64K 0.08%
+1,400
77
$57K 0.07%
+666
78
$54K 0.06%
+2,210
79
$54K 0.06%
+1,351
80
$49K 0.06%
+656
81
$49K 0.06%
+1,926
82
$49K 0.06%
+500
83
$48K 0.06%
+810
84
$47K 0.06%
+814
85
$46K 0.05%
+3,258
86
$46K 0.05%
+4,596
87
$44K 0.05%
+1,628
88
$41K 0.05%
+202
89
$41K 0.05%
+1,080
90
$38K 0.05%
+1,525
91
$38K 0.05%
+727
92
$38K 0.05%
+697
93
$37K 0.04%
+280
94
$34K 0.04%
+689
95
$31K 0.04%
+391
96
$31K 0.04%
+984
97
$31K 0.04%
+1,440
98
$30K 0.04%
+300
99
$30K 0.04%
+350
100
$28K 0.03%
+2,000
2 3
4
5 6