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Home > Institutional Investor > Kwb Wealth > Profile

Instuitional Investor - Kwb Wealth

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Kwb Wealth
Portfolio Value	$1,168,964,648

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust	KRE	1,720,975	$151,239,272	12.94%
2.	Spdr Series Trust	KRE	798,372	$94,998,320	8.13%
3.	Spdr Series Trust	KRE	1,365,288	$82,995,879	7.1%
4.	Spdr Index Shs Fds - ST STR PO EX ETF		788,912	$39,753,263	3.4%
5.	Capital Group Core Balanced		925,891	$35,146,825	3.01%