KW
KWB Wealth Portfolio holdings
AUM
$823M
This Quarter Return
-5.12%
1 Year Return
+10.56%
3 Year Return
+38.38%
5 Year Return
–
10 Year Return
–
AUM
$600M
AUM Growth
+$600M
(-0.28%)
Cap. Flow
-$1.66M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
71.35%
Holding
90
New
–
Increased
–
Reduced
21
Closed
–
Top Buys
No buys this quarter
Top Sells
Sector Composition
| 1 | Financials | 1.36% |
| 2 | Technology | 1.34% |
| 3 | Consumer Discretionary | 0.56% |
| 4 | Consumer Staples | 0.39% |
| 5 | Industrials | 0.37% |
