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
151
$2K ﹤0.01%
+34
152
$2K ﹤0.01%
+35
153
$2K ﹤0.01%
+52
154
$2K ﹤0.01%
+43
155
$1K ﹤0.01%
+50
156
$1K ﹤0.01%
+46
157
$1K ﹤0.01%
+38
158
$1K ﹤0.01%
+100
159
$1K ﹤0.01%
+57
160
$1K ﹤0.01%
+15
161
$0 ﹤0.01%
+7
162
$0 ﹤0.01%
+4
163
$0 ﹤0.01%
+5
164
$0 ﹤0.01%
+6
165
$0 ﹤0.01%
+22
3 4 5 6
7