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
126
$12K 0.01%
+490
127
$10K 0.01%
+71
128
$10K 0.01%
+107
129
$9K 0.01%
+180
130
$9K 0.01%
+86
131
$8K 0.01%
+150
132
$8K 0.01%
+179
133
$7K 0.01%
+292
134
$6K 0.01%
+54
135
$5K 0.01%
+420
136
$5K 0.01%
+237
137
$5K 0.01%
+702
138
$5K 0.01%
+98
139
$5K 0.01%
+62
140
$5K 0.01%
+64
141
$5K 0.01%
+291
142
$5K 0.01%
+225
143
$4K ﹤0.01%
+69
144
$4K ﹤0.01%
+22
145
$4K ﹤0.01%
+170
146
$4K ﹤0.01%
+292
147
$4K ﹤0.01%
+38
148
$3K ﹤0.01%
+120
149
$3K ﹤0.01%
+220
150
$2K ﹤0.01%
+365
3 4 5
6
7