KWA

KCS Wealth Advisory Portfolio holdings

AUM $235M
1-Year Est. Return 24.13%
This Quarter Est. Return
1 Year Est. Return
+24.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$549K
3
+$277K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$277K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$223K

Top Sells

1
+$1.04M
2
+$505K
3
+$318K
4
COST icon
Costco
COST
+$167K
5
AAPL icon
Apple
AAPL
+$160K

Sector Composition

1 Financials 11.67%
2 Technology 9.17%
3 Consumer Discretionary 7.75%
4 Healthcare 7.57%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60.4K 0.04%
+453
227
$60.4K 0.04%
+1,652
228
$59.3K 0.04%
+1,345
229
$59K 0.04%
+753
230
$58.3K 0.04%
+660
231
$57.9K 0.04%
+1,164
232
$57.8K 0.04%
+2,073
233
$57.1K 0.04%
+424
234
$56.5K 0.04%
+2,300
235
$55.5K 0.04%
+753
236
$55.2K 0.04%
+1,887
237
$55.2K 0.04%
+727
238
$54.8K 0.04%
+886
239
$54K 0.04%
+259
240
$52.9K 0.04%
+769
241
$51.6K 0.04%
+371
242
$50.4K 0.03%
+1,854
243
$50.1K 0.03%
+860
244
$49.6K 0.03%
+182
245
$48.8K 0.03%
+783
246
$47.9K 0.03%
+178
247
$45.5K 0.03%
+1,016
248
$45.5K 0.03%
+887
249
$44.6K 0.03%
+490
250
$44.1K 0.03%
+816
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