KW WEALTH MANAGEMENT LLC - Portfolio overview

KW WEALTH MANAGEMENT LLC has 78 reported holdings in this dataset, with the latest filing dated 2025-10-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.38%
2. FLOT - ISHARES TR, 7.31%
3. DIA - SPDR DOW JONES INDL AVERAGE, 7.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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