KWA
KCS Wealth Advisory Portfolio holdings
AUM
$235M
1-Year Est. Return
24.13%
This Fund
S&P 500
1 Year Est. Return
+24.13%
AUM
$134M
AUM Growth
-$11M
(-7.6%)
Holding
457
Top Buys
| 1 | +$1.42M | |
| 2 | +$915K | |
| 3 | +$787K | |
| 4 |
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
|
+$621K |
| 5 |
Franklin Senior Loan ETF
FLBL
|
+$565K |
Top Sells
| 1 | +$4.18M | |
| 2 | +$3.68M | |
| 3 | +$1.09M | |
| 4 |
UBP.PRG.CL
Urstadt Biddle Properties Inc. 6.75% Series G Cumulative Redeemable Preferred Stock, liquidation pre
UBP.PRG.CL
|
+$970K |
| 5 |
CELG
Celgene Corp
CELG
|
+$852K |
Sector Composition
| 1 | Financials | 12.93% |
| 2 | Technology | 10.29% |
| 3 | Communication Services | 8.36% |
| 4 | Healthcare | 7.67% |
| 5 | Consumer Discretionary | 7.58% |