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
$526M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$27.8M
2 +$6.12M
3 +$4.19M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.59M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.05M

Top Sells

1 +$16M
2 +$12.7M
3 +$7.43M
4
LPLA icon
LPL Financial
LPLA
+$6.22M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.52M

Sector Composition

1 Technology 0.78%
2 Financials 0.58%
3 Consumer Staples 0.56%
4 Industrials 0.37%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,456
127
-28,174
128
-1,718