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
$112M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 9.99%
2 Technology 1.1%
3 Utilities 0.75%
4 Consumer Staples 0.69%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$9K 0.01%
752
152
$9K 0.01%
65
-1
153
$8K 0.01%
292
154
$7K 0.01%
+127
155
$6K 0.01%
121
156
$6K 0.01%
237
157
$6K 0.01%
135
-3
158
$5K ﹤0.01%
110
-7
159
$5K ﹤0.01%
174
160
$5K ﹤0.01%
524
+491
161
$5K ﹤0.01%
292
162
$4K ﹤0.01%
100
163
$4K ﹤0.01%
78
164
$4K ﹤0.01%
+3,954
165
$3K ﹤0.01%
50
166
$3K ﹤0.01%
120
167
$2K ﹤0.01%
29
168
$2K ﹤0.01%
365
169
$2K ﹤0.01%
11
-122
170
$2K ﹤0.01%
38
171
$2K ﹤0.01%
40
172
$2K ﹤0.01%
50
173
$2K ﹤0.01%
38
174
$2K ﹤0.01%
25
175
$2K ﹤0.01%
22