KOMWMG
Kerntke Otto McGlone Wealth Management Group Portfolio holdings
AUM
$126M
This Quarter Return
+4.92%
1 Year Return
+12.5%
3 Year Return
+39.79%
5 Year Return
+67.74%
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.33%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.33M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$6.95M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$6.34M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.72M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$4.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.47% |
| 2 | Consumer Staples | 3.23% |
| 3 | Healthcare | 3.22% |
| 4 | Financials | 2.95% |
| 5 | Real Estate | 2.37% |
