KSWA
Kathleen S. Wright Associates Portfolio holdings
AUM
$256M
1-Year Return
15.69%
This Quarter Return
-5.36%
1 Year Return
+15.69%
3 Year Return
+48.8%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$4.45M
(+3.7%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
8.98%
Top 10 Holdings %
Top 10 Hldgs %
42.66%
Holding
197
New
40
Increased
70
Reduced
21
Closed
9
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 22.54% |
| 2 | Technology | 2.21% |
| 3 | Consumer Discretionary | 1.94% |
| 4 | Communication Services | 1.69% |
| 5 | Consumer Staples | 1.68% |
