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
$63.6M
AUM Growth
+$996K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$262K
3
+$255K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$200K
5
VINO
Gaucho Group Holdings, Inc. Common Stock
VINO
+$161K

Top Sells

1
+$2.07K
2
+$1.05K
3
+$741

Sector Composition

1 Consumer Discretionary 3.75%
2 Technology 2.28%
3 Consumer Staples 1.58%
4 Financials 0.67%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.4M 60.45%
89,168
+607
2
$12.5M 19.62%
114,185
+2,333
3
$2.1M 3.3%
18,281
+33
4
$1.77M 2.79%
21,904
5
$1.09M 1.71%
10,216
+41
6
$1.03M 1.63%
7,316
7
$1.01M 1.58%
4,400
8
$942K 1.48%
15,253
-12
9
$852K 1.34%
7,333
-9
10
$425K 0.67%
1,463
11
$424K 0.67%
8,352
12
$404K 0.64%
2,460
13
$329K 0.52%
+1,214
14
$317K 0.5%
3,623
+17
15
$289K 0.45%
8,663
-62
16
$288K 0.45%
2,131
17
$242K 0.38%
5,400
+379
18
$204K 0.32%
14,400
19
$200K 0.31%
+11,550
20
$187K 0.29%
1,400
21
$167K 0.26%
13,568
22
$161K 0.25%
+44
23
$133K 0.21%
1,000
24
$85K 0.13%
300
25
$17K 0.03%
50