KWM
KFG Wealth Management Portfolio holdings
AUM
$622M
This Quarter Return
+5.4%
1 Year Return
+11.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$460M
AUM Growth
+$460M
(+82%)
Cap. Flow
+$198M
Cap. Flow
% of AUM
42.94%
Top 10 Holdings %
Top 10 Hldgs %
46.03%
Holding
188
New
31
Increased
71
Reduced
65
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.04% |
| 2 | Consumer Staples | 2.02% |
| 3 | Healthcare | 1.97% |
| 4 | Consumer Discretionary | 1.71% |
| 5 | Financials | 1.14% |
