KWM

KFG Wealth Management Portfolio holdings

AUM $693M
1-Year Est. Return 11.34%
This Quarter Est. Return
1 Year Est. Return
+11.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$8.13M
3
+$6.89M
4
PSTP icon
Innovator Power Buffer Step-Up Strategy ETF
PSTP
+$5.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.38M

Top Sells

1
+$10.2M
2
+$8.99M
3
+$1.21M
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$287K
5
NEE icon
NextEra Energy
NEE
+$235K

Sector Composition

1 Technology 4.94%
2 Consumer Staples 2.52%
3 Consumer Discretionary 2.3%
4 Healthcare 2.28%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-234,726
1 2 3 4
5