KRW
Kaufman Rossin Wealth Portfolio holdings
AUM
$158M
This Quarter Return
-2.7%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.2M
AUM Growth
–
Cap. Flow
+$97.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.66%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.31% |
| 2 | Consumer Staples | 0.5% |
| 3 | Consumer Discretionary | 0.45% |
| 4 | Communication Services | 0.28% |
| 5 | Healthcare | 0.22% |
