Instuitional Investor - Kw Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Kw Wealth Management Llc
Portfolio Value $65,899,927
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - FLTG RATE NT ETF
101,545 $5,164,619 7.84%
2. AAPL 16,597 $4,512,314 6.85%
3. DIA 9,096 $4,371,697 6.63%
4. MSFT 7,545 $3,649,346 5.54%
5.
Rbb Fd Inc
57,160 $2,851,165 4.33%