KCWM
Kane Co Wealth Management Portfolio holdings
AUM
$119M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$119M
AUM Growth
+$5.19M
(+4.6%)
Holding
54
Top Buys
| 1 | +$633K | |
| 2 | +$614K | |
| 3 | +$462K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$381K |
| 5 |
Avantis Emerging Markets Small Cap Equity ETF
AVEE
|
+$350K |
Top Sells
| 1 | +$205K | |
| 2 | +$204K | |
| 3 | +$204K | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$191K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$164K |
Sector Composition
| 1 | Financials | 0.77% |
| 2 | Industrials | 0.56% |
| 3 | Consumer Staples | 0.39% |
| 4 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Avantis Emerging Markets Value ETF
AVES
$1.48B
| $206K | 0.17% |
+3,428
|
|
||
52
Apple
AAPL
$4.57T
| – | – |
-750
|
|
||
53
Dimensional US Sustainability Core 1 ETF
DFSU
$2.16B
| – | – |
-4,725
|
|
||
54
Vanguard Information Technology ETF
VGT
$141B
| – | – |
-2,160
|
|