Portfolio (Quarterly)
Guide ↗
KWMG, LLC
· CIK 0001633024| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | — | 3,477 | $1.1M | 0.09% | SOLD |
| 2 | ITOT | ISHARES TR | — | 7,047 | $1.0M | 0.09% | SOLD |
| 3 | VEU | VANGUARD INTL EQUITY INDEX | — | 9,257 | $681K | 0.06% | SOLD |
| 4 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 508 | $306K | 0.03% | SOLD |
| 5 | V | VISA INC | Financial Services | 794 | $278K | 0.02% | SOLD |
| 6 | MA | MASTERCARD INCORPORATED | Financial Services | 429 | $245K | 0.02% | SOLD |
Sector Allocation
Financial Services
19.6%
Technology
18.0%
Energy
13.0%
Industrials
12.2%
Consumer Cyclical
11.2%
Healthcare
7.6%
Consumer Defensive
7.4%
Basic Materials
4.3%
Utilities
4.2%
Communication Services
2.5%