KWM
KFG Wealth Management Portfolio holdings
AUM
$622M
This Quarter Return
+7.08%
1 Year Return
+11.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.6M
AUM Growth
–
Cap. Flow
+$97.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.98%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Healthcare | 2.85% |
| 3 | Financials | 2.7% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Consumer Staples | 1.05% |
