KW
TOTL icon

KWB Wealth’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

KWB Wealth’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14M Buy
348,119
+87,207
+33% +$3.51M 1.7% 12
2025
Q1 		$10.3M Buy
260,912
+144,161
+123% +$5.68M 1.24% 20
2024
Q4 		$4.83M Buy
+116,751
New +$4.83M 0.6% 30