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KLWA

Kelly Lawrence W & Associates Portfolio holdings

AUM $360M
1-Year Est. Return 16.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.7M
3
+$1.31M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.03M
5
SLB icon
SLB Ltd
SLB
+$932K

Top Sells

1
+$15.3M
2
+$8.55M
3
+$3.66M
4
SWN
Southwestern Energy Company
SWN
+$2.38M
5
INTC icon
Intel
INTC
+$2.12M

Sector Composition

1 Healthcare 20.68%
2 Technology 16.13%
3 Consumer Discretionary 13.54%
4 Industrials 10.71%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
+58
127
$3K ﹤0.01%
+46
128
$1K ﹤0.01%
+29
129
$1K ﹤0.01%
+150
130
$1K ﹤0.01%
+8
131
– –
-411,530
132
– –
-97,459
133
– –
-1,193
134
$0 ﹤0.01%
+1,000
135
– –
-10,100
136
$0 ﹤0.01%
+75
137
– –
-218,740
2 3 4 5
6