KL
KWMG LLC Portfolio holdings
AUM
$1.16B
1-Year Est. Return
17.67%
This Fund
S&P 500
1 Year Est. Return
+17.67%
AUM
$739M
AUM Growth
+$53.9M
(+7.9%)
Holding
146
Top Buys
| 1 | +$16M | |
| 2 | +$1.56M | |
| 3 | +$1.47M | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$829K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$780K |
Top Sells
| 1 | +$6.08M | |
| 2 | +$720K | |
| 3 | +$691K | |
| 4 |
Devon Energy
DVN
|
+$453K |
| 5 |
Vanguard Growth ETF
VUG
|
+$437K |
Sector Composition
| 1 | Consumer Discretionary | 5.86% |
| 2 | Financials | 4.84% |
| 3 | Industrials | 4.37% |
| 4 | Technology | 4.35% |
| 5 | Energy | 3.4% |