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
$243M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.43M
3
+$2M
4
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$1.87M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.36M

Top Sells

1
+$7.8M
2
+$3.77M
3
+$884K
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$576K

Sector Composition

1 Technology 4.55%
2 Consumer Staples 3.62%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$280K 0.12%
3,218
+241
127
$280K 0.12%
2,125
128
$274K 0.11%
5,705
129
$266K 0.11%
+3,807
130
$265K 0.11%
949
+111
131
$264K 0.11%
2,458
132
$264K 0.11%
+1,037
133
$263K 0.11%
+5,091
134
$259K 0.11%
9,664
135
$259K 0.11%
+3,762
136
$252K 0.1%
1,883
+114
137
$248K 0.1%
2,740
-73
138
$243K 0.1%
5,368
+954
139
$239K 0.1%
2,522
+260
140
$237K 0.1%
+3,126
141
$233K 0.1%
+1,850
142
$229K 0.09%
3,274
+296
143
$228K 0.09%
+927
144
$228K 0.09%
10,677
-587
145
$227K 0.09%
1,707
+76
146
$227K 0.09%
+5,502
147
$226K 0.09%
2,389
+175
148
$223K 0.09%
+8,768
149
$221K 0.09%
+9,413
150
$218K 0.09%
+1,880
3 4 5
6
7