KWP
Keystone Wealth Partners Portfolio holdings
AUM
$214M
This Quarter Return
+9.46%
1 Year Return
+3.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.39%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$22.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.5M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.6M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$11.4M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.65% |
| 2 | Technology | 0.79% |
| 3 | Energy | 0.67% |
| 4 | Healthcare | 0.24% |
