KPWG

KFA Private Wealth Group Portfolio holdings

AUM $350M
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.82%
2 Healthcare 1.68%
3 Communication Services 1.67%
4 Consumer Discretionary 1.13%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.19%
+1,452