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
$256M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Sector Composition

1 Financials 18.29%
2 Technology 2.3%
3 Consumer Discretionary 1.79%
4 Communication Services 1.56%
5 Healthcare 0.73%