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
301
$21.1K 0.01%
+611
302
$20.6K 0.01%
+316
303
$20.4K 0.01%
+397
304
$19.6K 0.01%
+436
305
$19.4K 0.01%
+534
306
$19.3K 0.01%
+139
307
$18.1K 0.01%
+201
308
$18K 0.01%
+852
309
$17.7K 0.01%
+105
310
$17.7K 0.01%
+3,761
311
$17.4K 0.01%
+650
312
$17.4K 0.01%
+500
313
$17.2K 0.01%
+866
314
$17K 0.01%
+1,775
315
$16.9K 0.01%
+139
316
$16.8K 0.01%
+200
317
$16.8K 0.01%
+216
318
$16.2K 0.01%
+150
319
$16.2K 0.01%
+612
320
$15.9K 0.01%
+662
321
$15.1K 0.01%
+735
322
$14.8K 0.01%
+392
323
$14.7K 0.01%
+300
324
$14.3K 0.01%
+997
325
$14.3K 0.01%
+120