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
$140M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 7.92%
2 Technology 5.44%
3 Healthcare 2.31%
4 Financials 1.65%
5 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-898
77
-937