KW WEALTH MANAGEMENT LLC
RIA/Wealth
KW WEALTH MANAGEMENT LLC is a RIA/Wealth led by Yee Ki Wan, reporting $102.0M in AUM as of Q3 2025 with 44% ETF concentration.
Managing PartnerYee Ki Wan
- Portfolio Value
- $58.7M
- Positions
- 78
- Top Holding
- AAPL at 7.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KW WEALTH MANAGEMENT LLC's portfolio (46.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $4.3M | 7.38% | +$4.3M New | 0.00% 17.0K shares | |
ETF ETF | $4.3M | 7.31% | +$4.3M New | — 84.0K shares | |
ETF ETF | $4.1M | 7.02% | +$4.1M New | — 8.9K shares | |
Software - Infrastructure Technology | $3.9M | 6.58% | +$3.9M New | 0.00% 7.4K shares | |
ETF ETF | $2.3M | 3.85% | +$2.3M New | — 30.4K shares | |
Discount Stores Consumer Defensive | $1.9M | 3.23% | +$1.9M New | 0.00% 2.0K shares | |
Internet Content & Information Communication Services | $1.9M | 3.19% | +$1.9M New | 0.00% 7.7K shares | |
Specialty Retail Consumer Cyclical | $1.6M | 2.77% | +$1.6M New | 0.00% 7.4K shares | |
ETF ETF | $1.4M | 2.45% | +$1.4M New | — 2.2K shares | |
Semiconductors Technology | $1.4M | 2.32% | +$1.4M New | 0.00% 7.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KW WEALTH MANAGEMENT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for KW WEALTH MANAGEMENT LLC
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