KWM
KFG Wealth Management Portfolio holdings
AUM
$622M
1-Year Return
11.29%
This Quarter Return
+9.48%
1 Year Return
+11.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$35.1M
(+19%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
8.93%
Top 10 Holdings %
Top 10 Hldgs %
46.81%
Holding
141
New
14
Increased
32
Reduced
77
Closed
10
Top Buys
Top Sells
| 1 |
Fidelity Blue Chip Growth ETF
FBCG
|
$4.86M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.52M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$2.01M |
| 4 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$1.49M |
| 5 |
Apple
AAPL
|
$1.2M |
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Consumer Staples | 3.31% |
| 3 | Healthcare | 3.13% |
| 4 | Consumer Discretionary | 2.49% |
| 5 | Financials | 1.79% |
