⏳
Showing Q3 2023 data
HedgeTrack has imported Q4 2025 data overall, but KCS Wealth Advisory's latest available filing here is Q3 2023.
KCS Wealth Advisory
•CIK: 1697719•Filing: Q3 2023
KCS Wealth Advisory is an institutional investment manager. The fund manages $235 million across 133 positions in a diversified portfolio.
Total AUM
$234.5M
QoQ Performance
N/A
Positions
108
Top 10 Concentration
0.0%
Latest Filing
Q3 2023
Top Holdings Allocation
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Historical Filings
Q3 2023Q2 2023Q1 2023Q4 2022