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Kfg Wealth Management, LLC
CIK Number: 0001919344
550.14M
Market Value
166
# of Holdings
6 months
Avg. Holding Period
43.68%
Win Rate
41.49%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FELC | Fidelity Coving... | 30.77 | +0.28% | 1.85M | +29.48% | 61.05M | 32.28 | 11.41% |
| 2 | ACIO | Aptus Collared ... | 38.18 | +0.03% | 1.27M | +36.05% | 50.92M | 39.87 | 9.52% |
| 3 | DRSK | Aptus Defined R... | 27.32 | -0.13% | 1.25M | +70.27% | 34.19M | 27.94 | 6.39% |
| 4 | FBND | Fidelity Total ... | 45.62 | +0.29% | 563.68K | +94.62% | 25.29M | 45.77 | 4.73% |
| 5 | FENI | Fidelity Coving... | 30.76 | +0.59% | 889.79K | +34.59% | 24.5M | 29.57 | 4.58% |
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