KPWG

KFA Private Wealth Group Portfolio holdings

AUM $411M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.3M
3
+$1.24M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M
5
MCD icon
McDonald's
MCD
+$935K

Top Sells

1
+$2.88M
2
+$1.24M
3
+$495K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$302K
5
AZN icon
AstraZeneca
AZN
+$270K

Sector Composition

1 Technology 5.05%
2 Consumer Discretionary 1.6%
3 Financials 1.4%
4 Industrials 1.31%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.14%
5,022
-108
77
$461K 0.14%
+2,518
78
$461K 0.14%
10,687
+171
79
$430K 0.13%
5,812
-605
80
$426K 0.13%
6,142
-68
81
$422K 0.13%
3,629
-344
82
$396K 0.12%
+1,450
83
$391K 0.12%
2,160
84
$390K 0.12%
+2,955
85
$376K 0.12%
1,953
+1
86
$376K 0.12%
2,546
-124
87
$369K 0.11%
1,985
-110
88
$365K 0.11%
4,367
+65
89
$365K 0.11%
12,479
+2
90
$361K 0.11%
1,324
+55
91
$361K 0.11%
458
92
$358K 0.11%
2,377
93
$355K 0.11%
+7,426
94
$348K 0.11%
1,221
95
$341K 0.11%
1,072
-101
96
$339K 0.11%
4,666
+137
97
$328K 0.1%
1,500
98
$325K 0.1%
5,975
+1,741
99
$319K 0.1%
2,380
-150
100
$310K 0.1%
1,111
-38
2 3
4
5 6