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
$521M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K

Top Sells

1
+$296K
2
+$295K
3
+$227K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$216K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$192K

Sector Composition

1 Financials 1.41%
2 Technology 1.01%
3 Consumer Staples 0.43%
4 Consumer Discretionary 0.4%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.05%
2,904
77
$240K 0.05%
2,711
78
$238K 0.05%
2,700
79
$221K 0.04%
689
80
$212K 0.04%
825
81
$211K 0.04%
3,180
82
$211K 0.04%
3,068
83
$205K 0.04%
1,952
84
$200K 0.04%
1,415
85
$116K 0.02%
12,733
1 2 3
4