KSWWM

Keyes Stange & Wooten Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 12.7%
This Quarter Est. Return
1 Year Est. Return
+12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$625K
2 +$616K
3 +$383K
4
JNJ icon
Johnson & Johnson
JNJ
+$327K
5
ICE icon
Intercontinental Exchange
ICE
+$242K

Sector Composition

1 Technology 5.74%
2 Financials 3.57%
3 Consumer Discretionary 2.37%
4 Industrials 2.12%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-841