KWM
Keating Wealth Management Portfolio holdings
AUM
$167M
This Quarter Return
+10.43%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.06%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$72.2M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$14.6M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$12.7M |
| 4 |
Kilroy Realty
KRC
|
$6.96M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$4.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 4.8% |
| 2 | Technology | 3.4% |
| 3 | Communication Services | 1.77% |
| 4 | Energy | 1.66% |
| 5 | Consumer Staples | 1.19% |
