KNFPWM

Keeler & Nadler Financial Planning & Wealth Management Portfolio holdings

AUM $250M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$3.68M
2 +$3.46M
3 +$2.91M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.58M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.3M

Sector Composition

1 Technology 3.22%
2 Financials 1.78%
3 Communication Services 0.4%
4 Consumer Discretionary 0.4%
5 Industrials 0.33%