KWMLLC
KRM WEALTH MANAGEMENT L.L.C. Portfolio holdings
AUM
$182M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$182M
AUM Growth
–
Holding
40
Top Buys
| 1 | +$25.8M | |
| 2 | +$25.5M | |
| 3 | +$23.5M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$21M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$20.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.7% |
| 2 | Technology | 0.63% |
| 3 | Healthcare | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab US Aggregate Bond ETF
SCHZ
$9.93B
| $666K | 0.37% |
+28,495
|
|
||
27
Vanguard Small-Cap ETF
VB
$71.8B
| $577K | 0.32% |
+2,237
|
|
||
28
Microsoft
MSFT
$2.76T
| $443K | 0.24% |
+917
|
|
||
29
iShares Short-Term National Muni Bond ETF
SUB
$11B
| $405K | 0.22% |
+3,794
|
|
||
30
State Street Technology Select Sector SPDR ETF
XLK
$87.2B
| $351K | 0.19% |
+2,440
|
|
||
31
Vanguard Growth ETF
VUG
$189B
| $300K | 0.16% |
+615
|
|
||
32
iShares Russell 2000 ETF
IWM
$72.4B
| $285K | 0.16% |
+1,158
|
|
||
33
Medtronic
MDT
$111B
| $272K | 0.15% |
+2,836
|
|
||
34
Vanguard Information Technology ETF
VGT
$108B
| $263K | 0.14% |
+349
|
|
||
35
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.9B
| $263K | 0.14% |
+4,625
|
|
||
36
GE Aerospace
GE
$302B
| $250K | 0.14% |
+813
|
|
||
37
iShares Core MSCI EAFE ETF
IEFA
$172B
| $235K | 0.13% |
+2,632
|
|
||
38
Vanguard Short-Term Bond ETF
BSV
$44.2B
| $220K | 0.12% |
+2,790
|
|
||
39
Schwab US REIT ETF
SCHH
$9.37B
| $219K | 0.12% |
+10,470
|
|
||
40
iShares Russell 1000 Growth ETF
IWF
$114B
| $203K | 0.11% |
+429
|
|