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
$241M
AUM Growth
-$550K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$916K
2 +$638K
3 +$637K
4
GIB icon
CGI
GIB
+$544K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$512K

Top Sells

1 +$369K
2 +$182K
3 +$70.3K
4
UNH icon
UnitedHealth
UNH
+$49.9K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$42.5K

Sector Composition

1 Technology 3.71%
2 Healthcare 1.62%
3 Financials 1.28%
4 Consumer Discretionary 1.22%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.09%
2,614
-218
77
$208K 0.09%
+3,863
78
$155K 0.06%
10,292
-993