MWC

MKD Wealth Coaches Portfolio holdings

AUM $102M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$71.4K
3
+$63.4K
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$40.8K
5
F icon
Ford
F
+$31.1K

Top Sells

1
+$879K
2
+$251K
3
+$69K
4
IAU icon
iShares Gold Trust
IAU
+$29.4K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$25.7K

Sector Composition

1 Consumer Discretionary 0.76%
2 Communication Services 0.43%
3 Technology 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.7M 56.52%
84,758
-1,365
2
$15.2M 15.17%
233,309
-1,073
3
$7.32M 7.29%
72,969
+2,472
4
$3.7M 3.68%
10,111
-714
5
$2.57M 2.56%
93,992
+1,558
6
$2.27M 2.26%
21,299
+212
7
$2.21M 2.2%
33,492
-45
8
$2.07M 2.06%
18,177
+260
9
$1.64M 1.63%
13,775
-195
10
$683K 0.68%
1,425
11
$676K 0.67%
8,325
+203
12
$619K 0.62%
6,626
13
$563K 0.56%
15,740
14
$563K 0.56%
2,562
+280
15
$494K 0.49%
3,394
16
$423K 0.42%
1,741
+341
17
$397K 0.4%
2,131
18
$344K 0.34%
1,352
19
$334K 0.33%
4,595
-451
20
$308K 0.31%
11,676
+221
21
$284K 0.28%
5,976
-552
22
$284K 0.28%
12,096
+332
23
$251K 0.25%
4,512
+31
24
$229K 0.23%
494
25
$196K 0.2%
16,400
+2,700
1
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