KWP

Keystone Wealth Partners Portfolio holdings

AUM $214M
1-Year Est. Return 3.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$2.38M
3
+$1.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.36M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.31M

Top Sells

1
+$1.44M
2
+$983K
3
+$227K
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.48K
5
FAST icon
Fastenal
FAST
+$1.14K

Sector Composition

1 Consumer Discretionary 1.04%
2 Technology 1.02%
3 Energy 0.57%
4 Communication Services 0.57%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-11,010
1
2