KSWWM
Keyes Stange & Wooten Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
12.59%
1 Year Est. Return
+12.59%
AUM
$207M
AUM Growth
+$14M
(+7.3%)
Holding
79
Top Buys
| 1 | +$1.22M | |
| 2 | +$989K | |
| 3 | +$983K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$493K |
| 5 |
Advanced Micro Devices
AMD
|
+$280K |
Top Sells
| 1 | +$344K | |
| 2 | +$328K | |
| 3 | +$317K | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$217K |
| 5 |
Salesforce
CRM
|
+$213K |
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Financials | 3.06% |
| 3 | Industrials | 2.16% |
| 4 | Consumer Discretionary | 1.67% |
| 5 | Healthcare | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
76
Fiserv Inc
FISV
$37B
| – | – |
-1,259
|
|
||
77
Netflix
NFLX
$404B
| – | – |
-1,500
|
|
||
78
Invesco QQQ Trust
QQQ
$404B
| – | – |
-367
|
|
||
79
S&P Global
SPGI
$152B
| – | – |
-383
|
|