KWP

Keystone Wealth Partners Portfolio holdings

AUM $214M
1-Year Est. Return 3.03%
This Quarter Est. Return
1 Year Est. Return
+3.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.12M
3
+$1.91M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.83M

Top Sells

1
+$661K
2
+$630K
3
+$280K
4
AMZN icon
Amazon
AMZN
+$226K
5
SHOP icon
Shopify
SHOP
+$222K

Sector Composition

1 Consumer Discretionary 0.8%
2 Technology 0.7%
3 Energy 0.6%
4 Communication Services 0.52%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,967
27
$0 ﹤0.01%
+11,010
1
2