KOMWMG
Kerntke Otto McGlone Wealth Management Group Portfolio holdings
AUM
$126M
This Quarter Return
-1.49%
1 Year Return
+12.5%
3 Year Return
+39.79%
5 Year Return
+67.74%
10 Year Return
–
AUM
$33.6M
AUM Growth
+$33.6M
(-87%)
Cap. Flow
-$216M
Cap. Flow
% of AUM
-642.55%
Top 10 Holdings %
Top 10 Hldgs %
68.07%
Holding
137
New
2
Increased
4
Reduced
31
Closed
100
Top Buys
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$478K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$388K |
| 3 |
Thermo Fisher Scientific
TMO
|
$210K |
| 4 |
Newmont
NEM
|
$81.8K |
| 5 |
NVIDIA
NVDA
|
$60.6K |
Top Sells
Sector Composition
| 1 | Technology | 11.69% |
| 2 | Materials | 6.73% |
| 3 | Healthcare | 2.68% |
| 4 | Financials | 2.12% |
| 5 | Real Estate | 1.95% |
