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
$494M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.19M
3 +$602K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$587K
5
BND icon
Vanguard Total Bond Market
BND
+$554K

Sector Composition

1 Consumer Discretionary 5.82%
2 Industrials 4.41%
3 Technology 4.39%
4 Financials 4.26%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$143K 0.03%
+2,675