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
$193M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.89M
3
+$2.13M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.96M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.45M

Top Sells

1
+$32.2M
2
+$19.4M
3
+$15.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$14.5M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11M

Sector Composition

1 Technology 4.66%
2 Financials 0.9%
3 Consumer Staples 0.87%
4 Consumer Discretionary 0.86%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
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