KSWWM
Keyes Stange & Wooten Wealth Management Portfolio holdings
AUM
$224M
1-Year Est. Return
18.8%
This Fund
S&P 500
1 Year Est. Return
+18.8%
AUM
$224M
AUM Growth
+$13M
(+6.2%)
Holding
79
Top Buys
| 1 | +$6.83M | |
| 2 | +$2.82M | |
| 3 | +$1.3M | |
| 4 |
Dimensional World Equity ETF
DFAW
|
+$771K |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$574K |
Top Sells
| 1 | +$2.71M | |
| 2 | +$677K | |
| 3 | +$281K | |
| 4 |
Oracle
ORCL
|
+$246K |
| 5 |
Shopify
SHOP
|
+$234K |
Sector Composition
| 1 | Technology | 4.08% |
| 2 | Financials | 2.64% |
| 3 | Industrials | 2% |
| 4 | Consumer Discretionary | 1.41% |
| 5 | Healthcare | 1.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palantir
PLTR
$333B
| – | – |
-1,225
|
|
||
|
77
Oracle
ORCL
$464B
| – | – |
-1,260
|
|
||
78
Medtronic
MDT
$104B
| – | – |
-7,046
|
|
||
79
Boeing
BA
$181B
| – | – |
-1,294
|
|