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
$179M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.58M
3 +$2.31M
4
AXP icon
American Express
AXP
+$1.76M
5
ADP icon
Automatic Data Processing
ADP
+$1.17M

Sector Composition

1 Financials 18.77%
2 Technology 4.71%
3 Communication Services 1.5%
4 Consumer Discretionary 1.42%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$7.34K ﹤0.01%
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$6.95K ﹤0.01%
32
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+200
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$2.54K ﹤0.01%
45
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-650
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$2.36K ﹤0.01%
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$2.18K ﹤0.01%
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$1.65K ﹤0.01%
12