MWC
MKD Wealth Coaches Portfolio holdings
AUM
$94.8M
This Quarter Return
-11.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$74.5M
AUM Growth
+$74.5M
(-37%)
Cap. Flow
-$25.5M
Cap. Flow
% of AUM
-34.21%
Top 10 Holdings %
Top 10 Hldgs %
63.1%
Holding
57
New
5
Increased
11
Reduced
18
Closed
21
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.54M |
| 2 |
Siren DIVCON Dividend Defender ETF
DFND
|
$5.58M |
| 3 |
iShares Gold Trust
IAU
|
$4.51M |
| 4 |
ProShares Short S&P500
SH
|
$2.71M |
| 5 |
FBC
Flagstar Bancorp, Inc. New
FBC
|
$318K |
Top Sells
| 1 |
GARD
Reality Shares DIVCON Dividend Guard ETF
GARD
|
$7.05M |
| 2 |
iShares MSCI Global Gold Miners ETF
RING
|
$6.93M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$6.34M |
| 4 |
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% |
