KPWG

KFA Private Wealth Group Portfolio holdings

AUM $411M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.3M
3
+$1.24M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M
5
MCD icon
McDonald's
MCD
+$935K

Top Sells

1
+$2.88M
2
+$1.24M
3
+$495K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$302K
5
AZN icon
AstraZeneca
AZN
+$270K

Sector Composition

1 Technology 5.05%
2 Consumer Discretionary 1.6%
3 Financials 1.4%
4 Industrials 1.31%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.73%
7,711
+23
27
$2.23M 0.69%
10,147
-42
28
$2.01M 0.62%
38,423
+23
29
$1.96M 0.61%
28,297
+13
30
$1.74M 0.54%
16,365
+4,612
31
$1.65M 0.51%
+4,802
32
$1.46M 0.45%
16,356
-1,907
33
$1.43M 0.44%
4,888
+3,200
34
$1.41M 0.44%
10,576
+239
35
$1.3M 0.4%
12,440
-60
36
$1.3M 0.4%
12,097
+3,843
37
$1.3M 0.4%
+4,203
38
$1.22M 0.38%
12,484
+6,005
39
$1.17M 0.36%
3,845
-47
40
$1.13M 0.35%
3,831
+7
41
$1.12M 0.35%
23,167
+185
42
$1.1M 0.34%
13,688
+4,035
43
$1.04M 0.32%
7,684
+109
44
$1.02M 0.32%
97,282
-696
45
$898K 0.28%
3,098
+253
46
$881K 0.27%
4,999
-30
47
$871K 0.27%
3,738
-162
48
$837K 0.26%
2,155
-61
49
$808K 0.25%
1,664
50
$786K 0.24%
1,424
-49
1
2
3 4 5