Instuitional Investor - Kwb Wealth
Fund Profile
Filing Period:
Fund Name: | Kwb Wealth |
Portfolio Value | $693,210,142 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 1,612,927 | $90,162,634 | 13% | |
2. | Spdr Series Trust | 1,217,588 | $79,216,248 | 11.42% | |
3. | Spdr Series Trust | 2,866,931 | $73,508,103 | 10.6% | |
4. | Spdr Series Trust | 1,444,731 | $67,367,792 | 9.71% | |
5. | Spdr Index Shs Fds | 1,276,367 | $43,409,248 | 6.26% |