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
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 11%
2 Technology 9.55%
3 Healthcare 7.78%
4 Consumer Discretionary 6.9%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$278K 0.27%
+2,376
127
$278K 0.27%
+6,153
128
$277K 0.27%
+5,992
129
$276K 0.27%
+7,357
130
$272K 0.26%
+11,069
131
$266K 0.26%
+1,073
132
$262K 0.25%
+888
133
$262K 0.25%
+3,553
134
$262K 0.25%
+2,483
135
$262K 0.25%
+6,293
136
$259K 0.25%
+9,675
137
$257K 0.25%
+39,571
138
$253K 0.24%
+2,021
139
$250K 0.24%
+1,712
140
$239K 0.23%
+1,994
141
$238K 0.23%
+4,520
142
$238K 0.23%
+6,681
143
$237K 0.23%
+2,719
144
$237K 0.23%
+4,127
145
$237K 0.23%
+10,680
146
$229K 0.22%
+3,243
147
$226K 0.22%
+2,816
148
$225K 0.22%
+7,115
149
$220K 0.21%
+823
150
$219K 0.21%
+9,165