KSWWM
Keyes Stange & Wooten Wealth Management Portfolio holdings
AUM
$211M
1-Year Est. Return
17.1%
This Fund
S&P 500
1 Year Est. Return
+17.1%
AUM
$211M
AUM Growth
+$4.44M
(+2.1%)
Holding
78
Top Buys
| 1 | +$1.26M | |
| 2 | +$816K | |
| 3 | +$392K | |
| 4 |
Oracle
ORCL
|
+$300K |
| 5 |
Lockheed Martin
LMT
|
+$240K |
Top Sells
| 1 | +$443K | |
| 2 | +$424K | |
| 3 | +$419K | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$270K |
| 5 |
Fidelity National Information Services
FIS
|
+$208K |
Sector Composition
| 1 | Technology | 4.64% |
| 2 | Financials | 3% |
| 3 | Industrials | 2.12% |
| 4 | Consumer Discretionary | 1.51% |
| 5 | Healthcare | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Nuveen Credit Strategies Income Fund
JQC
$698M
| – | – |
-26,820
|
|
||
77
Public Service Enterprise Group
PEG
$42.3B
| – | – |
-5,016
|
|
||
78
VS Media Holdings
VSME
$3.16M
| – | – |
-514
|
|