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
$74.5M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.58M
3
+$4.51M
4
SH icon
ProShares Short S&P500
SH
+$2.71M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$318K

Top Sells

1
+$7.05M
2
+$6.93M
3
+$6.34M
4
STLA icon
Stellantis
STLA
+$4.41M
5
SPPP
Sprott Physical Platinum and Palladium Trust
SPPP
+$3.3M

Sector Composition

1 Technology 0.74%
2 Consumer Staples 0.55%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.54M 11.46%
+51,791
2
$5.58M 7.48%
+178,973
3
$5.56M 7.46%
102,999
-6,963
4
$4.82M 6.47%
321,131
-14,517
5
$4.51M 6.05%
+149,705
6
$4.23M 5.67%
34,811
-2,328
7
$3.7M 4.97%
14,333
-1,232
8
$3.45M 4.63%
35,700
-3,373
9
$3.4M 4.56%
30,728
+24,527
10
$3.22M 4.32%
64,601
-2,118
11
$3.19M 4.29%
68,091
-2,931
12
$3.19M 4.28%
110,745
-4,225
13
$3.18M 4.26%
51,207
-35,552
14
$3.16M 4.24%
56,375
-2,107
15
$3.02M 4.05%
74,504
-6,416
16
$2.02M 2.71%
264,780
-26,483
17
$1.06M 1.43%
28,881
+3,243
18
$746K 1%
15,125
+1,320
19
$651K 0.87%
9,145
+536
20
$648K 0.87%
10,343
-679
21
$640K 0.86%
17,816
-1,163
22
$631K 0.85%
13,665
+6,412
23
$618K 0.83%
14,386
-837
24
$604K 0.81%
6,758
+2,492
25
$566K 0.76%
19,500
-1,191
1
2 3