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
326
$14.2K 0.01%
+462
327
$14.2K 0.01%
+104
328
$14.2K 0.01%
+110
329
$14.1K 0.01%
+1,790
330
$13.8K 0.01%
+585
331
$13.6K 0.01%
+99
332
$13.2K 0.01%
+142
333
$13K 0.01%
+279
334
$12.8K 0.01%
+448
335
$12.8K 0.01%
+540
336
$12.7K 0.01%
+450
337
$12.6K 0.01%
+423
338
$12.6K 0.01%
+55
339
$12.6K 0.01%
+455
340
$12.3K 0.01%
+145
341
$11.9K 0.01%
+700
342
$11.9K 0.01%
+300
343
$11.6K 0.01%
+1,008
344
$11.5K 0.01%
+125
345
$11.4K 0.01%
+620
346
$11.3K 0.01%
+122
347
$11.3K 0.01%
+784
348
$10.9K 0.01%
+97
349
$10.8K 0.01%
+145
350
$10.6K 0.01%
+121