KSWA
Kathleen S. Wright Associates Portfolio holdings
AUM
$256M
This Quarter Return
-2.03%
1 Year Return
+15.69%
3 Year Return
+48.8%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+14%)
Cap. Flow
+$25.4M
Cap. Flow
% of AUM
14.2%
Top 10 Holdings %
Top 10 Hldgs %
46.09%
Holding
199
New
32
Increased
75
Reduced
24
Closed
6
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.63M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.58M |
| 3 |
Apple
AAPL
|
$2.31M |
| 4 |
American Express
AXP
|
$1.76M |
| 5 |
Automatic Data Processing
ADP
|
$1.17M |
Top Sells
Sector Composition
| 1 | Financials | 18.77% |
| 2 | Technology | 4.71% |
| 3 | Communication Services | 1.5% |
| 4 | Consumer Discretionary | 1.42% |
| 5 | Healthcare | 1.05% |
