KW
KWB Wealth Portfolio holdings
AUM
$823M
This Quarter Return
+1.26%
1 Year Return
+10.56%
3 Year Return
+38.38%
5 Year Return
–
10 Year Return
–
AUM
$727M
AUM Growth
+$727M
(-2.2%)
Cap. Flow
-$16.2M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
65.58%
Holding
129
New
–
Increased
–
Reduced
68
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.39M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.97M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.73M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.27M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.19M |
Sector Composition
| 1 | Financials | 1.9% |
| 2 | Technology | 1.46% |
| 3 | Consumer Staples | 0.59% |
| 4 | Consumer Discretionary | 0.31% |
| 5 | Industrials | 0.27% |
