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
$727M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Financials 1.9%
2 Technology 1.46%
3 Consumer Staples 0.59%
4 Consumer Discretionary 0.31%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$213K 0.03%
4,176
127
$200K 0.03%
383
128
$150K 0.02%
23,327
129
$97.5K 0.01%
40,640