KWM
KFG Wealth Management Portfolio holdings
AUM
$748M
1-Year Est. Return
13.12%
This Fund
S&P 500
1 Year Est. Return
+13.12%
AUM
$748M
AUM Growth
+$55.1M
(+8%)
Holding
229
Top Buys
| 1 | +$16.2M | |
| 2 | +$12.8M | |
| 3 | +$11.7M | |
| 4 |
JANB
Aptus January Buffer ETF
JANB
|
+$11M |
| 5 |
Fidelity Enhanced Large Cap Core ETF
FELC
|
+$8.28M |
Top Sells
| 1 | +$16M | |
| 2 | +$4.57M | |
| 3 | +$3.98M | |
| 4 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$2.93M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.4M |
Sector Composition
| 1 | Technology | 2.84% |
| 2 | Healthcare | 1.33% |
| 3 | Consumer Discretionary | 1.13% |
| 4 | Consumer Staples | 1.02% |
| 5 | Financials | 0.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Novo Nordisk
NVO
$168B
| – | – |
-8,205
|
|
||
227
ResMed
RMD
$37.5B
| – | – |
-2,054
|
|
||
228
Roper Technologies
ROP
$36.4B
| – | – |
-668
|
|
||
229
AT&T
T
$196B
| – | – |
-8,770
|
|