KW
KWB Wealth Portfolio holdings
AUM
$823M
This Quarter Return
+4.82%
1 Year Return
+10.56%
3 Year Return
+38.38%
5 Year Return
–
10 Year Return
–
AUM
$542M
AUM Growth
+$542M
(+3%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
66.74%
Holding
120
New
9
Increased
60
Reduced
14
Closed
1
Top Buys
| 1 |
LPL Financial
LPLA
|
$6.05M |
| 2 |
Microsoft
MSFT
|
$1.33M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.06M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$651K |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$591K |
Top Sells
Sector Composition
| 1 | Financials | 1.8% |
| 2 | Technology | 1.05% |
| 3 | Consumer Staples | 0.68% |
| 4 | Industrials | 0.51% |
| 5 | Consumer Discretionary | 0.4% |
