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 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
276
$30.8K 0.02%
+1,600
277
$30.6K 0.02%
+154
278
$29.5K 0.02%
+507
279
$29.3K 0.02%
+311
280
$27.3K 0.02%
+935
281
$27.1K 0.02%
+700
282
$26.7K 0.02%
+510
283
$26.1K 0.02%
+150
284
$26K 0.02%
+3,545
285
$25.6K 0.02%
+174
286
$25.4K 0.02%
+412
287
$24.9K 0.02%
+1,720
288
$24.7K 0.02%
+150
289
$24.4K 0.02%
+691
290
$24.3K 0.02%
+59
291
$24.2K 0.02%
+416
292
$23.5K 0.02%
+129
293
$23.4K 0.02%
+113
294
$23.1K 0.02%
+126
295
$22.7K 0.02%
+755
296
$22.5K 0.02%
+321
297
$21.7K 0.02%
+771
298
$21.4K 0.01%
+57
299
$21.2K 0.01%
+118
300
$21.1K 0.01%
+900