KSWA

Kathleen S. Wright Associates Portfolio holdings

AUM $270M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Sector Composition

1 Financials 18.72%
2 Technology 3.44%
3 Consumer Discretionary 1.75%
4 Communication Services 1.45%
5 Healthcare 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$52 ﹤0.01%
+6
227
0
228
-42