KWM
KW Wealth Management Portfolio holdings
AUM
$58.7M
1 Year Est. Return
–
AUM
$58.7M
AUM Growth
–
Holding
78
Top Buys
| 1 | +$4.33M | |
| 2 | +$4.29M | |
| 3 | +$4.12M | |
| 4 |
Microsoft
MSFT
|
+$3.86M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Equinox Gold
EQX
$8.48B
| $114K | 0.2% |
+10,203
|
|
||
77
PennantPark Floating Rate Capital
PFLT
$913M
| $114K | 0.19% |
+12,842
|
|
||
78
Invesco Mortgage Capital
IVR
$535M
| $99.5K | 0.17% |
+13,156
|
|