KPWG
KFA Private Wealth Group Portfolio holdings
AUM
$323M
This Quarter Return
+11.61%
1 Year Return
+11.71%
3 Year Return
+44.98%
5 Year Return
+71.97%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+18%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
6.6%
Top 10 Holdings %
Top 10 Hldgs %
66.05%
Holding
73
New
8
Increased
36
Reduced
23
Closed
2
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$3.89M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.76M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.21M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$642K |
| 5 |
Vanguard Value ETF
VTV
|
$611K |
Top Sells
Sector Composition
| 1 | Technology | 3.74% |
| 2 | Healthcare | 1.75% |
| 3 | Communication Services | 1.47% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Financials | 0.77% |
