KL

KWMG LLC Portfolio holdings

AUM $1.14B
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.08M
3
+$2.88M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.53M

Top Sells

1
+$2.06M
2
+$1.89M
3
+$1.69M
4
NVDA icon
NVIDIA
NVDA
+$1.56M
5
T icon
AT&T
T
+$1.41M

Sector Composition

1 Healthcare 4.67%
2 Financials 4.2%
3 Consumer Discretionary 4.09%
4 Consumer Staples 3.96%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
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