KWS

Keystone Wealth Services Portfolio holdings

AUM $415M
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.1M
3
+$2.71M
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$2.06M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.9M

Top Sells

1
+$1.72M
2
+$1.23M
3
+$1.14M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.05M

Sector Composition

1 Technology 8.09%
2 Financials 3.75%
3 Energy 3.28%
4 Consumer Staples 3%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.86%
3,762
+62
27
$2.16M 0.86%
17,349
-13,772
28
$2.15M 0.85%
60,900
29
$2.06M 0.82%
+53,917
30
$1.89M 0.75%
26,774
+430
31
$1.85M 0.73%
66,592
-40,926
32
$1.74M 0.69%
30,020
-12,109
33
$1.72M 0.68%
4,884
+158
34
$1.66M 0.66%
8,096
+3,047
35
$1.65M 0.65%
+19,113
36
$1.61M 0.64%
15,109
-2,515
37
$1.61M 0.64%
10,557
38
$1.6M 0.63%
43,477
+1,782
39
$1.53M 0.61%
9,203
+2,800
40
$1.52M 0.6%
49,890
41
$1.52M 0.6%
6,374
-290
42
$1.5M 0.59%
+43,227
43
$1.41M 0.56%
7,949
+281
44
$1.4M 0.56%
17,939
+145
45
$1.4M 0.56%
14,287
-299
46
$1.37M 0.54%
34,249
+4,811
47
$1.36M 0.54%
43,660
48
$1.35M 0.54%
33,093
-4,730
49
$1.33M 0.53%
13,272
50
$1.29M 0.51%
7,935
+26
1
2
3 4 5