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
$220M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.07M
3 +$1.91M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$611K

Top Sells

1 +$461K
2 +$111K
3 +$101K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$78.1K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$57.2K

Sector Composition

1 Technology 3.36%
2 Healthcare 1.75%
3 Financials 1.29%
4 Consumer Discretionary 1.18%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.09%
1,242
+72
77
$21.5K 0.01%
2,324
-100
78
0
79
0