KWS
Keystone Wealth Services Portfolio holdings
AUM
$415M
This Quarter Return
+10.11%
1 Year Return
+14.27%
3 Year Return
+59.19%
5 Year Return
–
10 Year Return
–
AUM
$415M
AUM Growth
+$415M
(+12%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
30.92%
Holding
294
New
26
Increased
108
Reduced
94
Closed
14
Top Buys
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
$1.32M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.23M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.14M |
| 4 |
Costco
COST
|
$916K |
| 5 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$818K |
Sector Composition
| 1 | Technology | 11.84% |
| 2 | Energy | 3.53% |
| 3 | Consumer Staples | 3.22% |
| 4 | Financials | 3% |
| 5 | Consumer Discretionary | 2.82% |
