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
1
$6.3M 7.46%
+90,962
2
$6.07M 7.19%
+182,805
3
$6.06M 7.18%
+242,472
4
$5.28M 6.25%
+163,774
5
$4.78M 5.66%
+199,108
6
$4.67M 5.53%
+37,258
7
$4.1M 4.86%
+16,307
8
$4.03M 4.77%
+38,770
9
$4.01M 4.75%
+126,557
10
$3.29M 3.89%
+34,740
11
$2.73M 3.23%
+188,772
12
$2.48M 2.93%
+45,014
13
$2.46M 2.91%
+43,965
14
$2.15M 2.54%
+32,240
15
$1.88M 2.23%
+48,187
16
$1.56M 1.85%
+12,460
17
$1.52M 1.8%
+43,677
18
$976K 1.16%
+64,870
19
$940K 1.11%
+44,571
20
$904K 1.07%
+54,956
21
$809K 0.96%
+19,879
22
$791K 0.94%
+48,778
23
$692K 0.82%
+82,932
24
$691K 0.82%
+19,816
25
$683K 0.81%
+16,525
1
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