Instuitional Investor - Kwb Wealth
Fund Profile
Filing Period:
| Fund Name: | Kwb Wealth |
| Portfolio Value | $806,924,454 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,212,277 | $100,546,257 | 12.46% | |
| 2. | Spdr Series Trust | 1,329,636 | $89,763,732 | 11.12% | |
| 3. | Spdr Series Trust | 1,581,730 | $83,610,241 | 10.36% | |
| 4. | Spdr Series Trust | 2,505,989 | $65,506,546 | 8.11% | |
| 5. | Spdr Index Shs Fds | 1,153,790 | $43,336,342 | 5.37% |
