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
101
$27K 0.03%
+751
102
$25K 0.03%
+1,766
103
$23K 0.03%
+333
104
$21K 0.02%
+518
105
$21K 0.02%
+123
106
$20K 0.02%
+745
107
$20K 0.02%
+1,500
108
$19K 0.02%
+525
109
$18K 0.02%
+948
110
$17K 0.02%
+392
111
$17K 0.02%
+204
112
$16K 0.02%
+750
113
$16K 0.02%
+204
114
$16K 0.02%
+135
115
$15K 0.02%
+100
116
$15K 0.02%
+491
117
$15K 0.02%
+288
118
$15K 0.02%
+174
119
$15K 0.02%
+1,044
120
$14K 0.02%
+100
121
$14K 0.02%
+104
122
$13K 0.02%
+100
123
$13K 0.02%
+100
124
$13K 0.02%
+200
125
$12K 0.01%
+100
3 4
5
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