KWM
KerberRose Wealth Management Portfolio holdings
AUM
$123M
This Quarter Return
-10.84%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.93%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$16.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.03M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$5.99M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$5.94M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$5.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.86% |
| 2 | Financials | 4.71% |
| 3 | Healthcare | 3.48% |
| 4 | Communication Services | 1.97% |
| 5 | Consumer Staples | 1.69% |
