Instuitional Investor - Kwb Wealth
Fund Profile
Filing Period:
| Fund Name: | Kwb Wealth |
| Portfolio Value | $828,906,597 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,144,816 | $100,629,370 | 12.14% | |
| 2. | Spdr Series Trust | 1,364,601 | $94,075,573 | 11.35% | |
| 3. | Spdr Series Trust | 1,519,859 | $77,725,585 | 9.38% | |
| 4. | Spdr Series Trust | 2,451,771 | $61,269,750 | 7.39% | |
| 5. | Spdr Index Shs Fds | 1,096,005 | $37,406,663 | 4.51% |
