KSWA
Kathleen S. Wright Associates Portfolio holdings
AUM
$256M
1-Year Return
15.69%
This Quarter Return
-15.44%
1 Year Return
+15.69%
3 Year Return
+48.8%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
-$18.2M
(-13%)
Cap. Flow
+$3.74M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
44.24%
Holding
159
New
9
Increased
55
Reduced
27
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 23.69% |
| 2 | Technology | 1.98% |
| 3 | Communication Services | 1.85% |
| 4 | Consumer Staples | 1.73% |
| 5 | Healthcare | 1.71% |
