KW

KWB Wealth Portfolio holdings

AUM $905M
1-Year Est. Return 10.96%
This Quarter Est. Return
1 Year Est. Return
+10.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.08%
2 Technology 0.97%
3 Utilities 0.34%
4 Consumer Staples 0.34%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.04%
+6,307
77
$202K 0.04%
+2,594
78
$98K 0.02%
+11,861