KWA

Kellett Wealth Advisors Portfolio holdings

AUM $166M
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$8.86M
2 +$8.69M
3 +$5.19M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IYF icon
iShares US Financials ETF
IYF
+$1.07M

Top Sells

1 +$11.7M
2 +$7.14M
3 +$3.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.79M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.79M

Sector Composition

1 Financials 6.16%
2 Consumer Staples 5.02%
3 Technology 4.76%
4 Consumer Discretionary 1.94%
5 Healthcare 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,640