KPWG
KFA Private Wealth Group Portfolio holdings
AUM
$350M
1-Year Est. Return
14.33%
1 Year Est. Return
+14.33%
AUM
$323M
AUM Growth
+$37M
(+13%)
Holding
134
Top Buys
| 1 | +$1.65M | |
| 2 | +$1.3M | |
| 3 | +$1.24M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.15M |
| 5 |
McDonald's
MCD
|
+$935K |
Top Sells
| 1 | +$2.88M | |
| 2 | +$1.24M | |
| 3 | +$495K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$302K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Broadridge
BR
$26.7B
| $220K | 0.07% |
+905
|
|
||
127
Dominion Energy
D
$51.7B
| $220K | 0.07% |
3,886
+151
|
|
||
128
Yum! Brands
YUM
$40.3B
| $218K | 0.07% |
+1,468
|
|
||
129
Merck
MRK
$212B
| $212K | 0.07% |
+2,682
|
|
||
130
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
| $210K | 0.07% |
477
-75
|
|
||
131
Adobe
ADBE
$140B
| $210K | 0.07% |
542
-7
|
|
||
132
BlackRock Debt Strategies Fund
DSU
$565M
| $187K | 0.06% |
17,747
-3,452
|
|
||
|
133
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-2,716
|
|
||
|
134
AstraZeneca
AZN
$263B
| – | – |
-3,677
|
|