KWM

KW Wealth Management Portfolio holdings

AUM $58.7M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$4.29M
3 +$4.12M
4
MSFT icon
Microsoft
MSFT
+$3.86M
5
BND icon
Vanguard Total Bond Market
BND
+$2.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.15%
2 Financials 7.66%
3 Consumer Staples 6.65%
4 Healthcare 6.25%
5 Communication Services 5.89%