We are live on
!
Find out more
KWS
Keystone Wealth Services Portfolio holdings
AUM
$468M
1-Year Est. Return
22.94%
This Fund
S&P 500
This Quarter
Est. Return
+0.42%
1 Year Est. Return
+22.94%
3 Year Est. Return
+61.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$468M
AUM Growth
-$6.89M
(-1.5%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
27.16%
Holding
333
New
87
Increased
84
Reduced
95
Closed
39
Top Buys
| 1 |
FT Vest US Equity Buffer ETF June
FJUN
|
+$10.2M |
| 2 |
FT Vest US Equity Buffer ETF May
FMAY
|
+$8.91M |
| 3 |
FT Vest US Equity Buffer ETF March
FMAR
|
+$5.12M |
| 4 |
FT Vest US Equity Buffer ETF September
FSEP
|
+$4.86M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$4.35M |
Top Sells
Sector Composition
| 1 | Technology | 12.65% |
| 2 | Energy | 6.33% |
| 3 | Consumer Staples | 2.44% |
| 4 | Financials | 2.36% |
| 5 | Consumer Discretionary | 2.25% |
Similar funds
SP
VCM
LN
SCA
PC
HP
JHC
MGB