KWS
Keystone Wealth Services Portfolio holdings
AUM
$415M
1-Year Return
14.27%
This Quarter Return
-2.89%
1 Year Return
+14.27%
3 Year Return
+59.19%
5 Year Return
–
10 Year Return
–
AUM
$369M
AUM Growth
-$8.35M
(-2.2%)
Cap. Flow
+$5.2M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
30.88%
Holding
273
New
16
Increased
86
Reduced
115
Closed
5
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.92M |
| 2 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$1.08M |
| 3 |
Innovator Defined Wealth Shield ETF
BALT
|
$1.05M |
| 4 |
Vanguard Value ETF
VTV
|
$889K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$798K |
Top Sells
| 1 |
Apple
AAPL
|
$998K |
| 2 |
FT Vest US Equity Buffer ETF December
FDEC
|
$647K |
| 3 |
SPDR Portfolio Corporate Bond ETF
SPBO
|
$628K |
| 4 |
FT Vest US Equity Buffer ETF August
FAUG
|
$573K |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$481K |
Sector Composition
| 1 | Technology | 10.56% |
| 2 | Energy | 4.23% |
| 3 | Consumer Staples | 3.68% |
| 4 | Financials | 3.05% |
| 5 | Consumer Discretionary | 2.71% |
