KWS
Keystone Wealth Services Portfolio holdings
AUM
$415M
1-Year Return
14.27%
This Quarter Return
+3.2%
1 Year Return
+14.27%
3 Year Return
+59.19%
5 Year Return
–
10 Year Return
–
AUM
$321M
AUM Growth
+$13.7M
(+4.4%)
Cap. Flow
+$5.46M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
33.72%
Holding
237
New
17
Increased
84
Reduced
74
Closed
6
Top Buys
| 1 |
FT Vest US Equity Buffer ETF March
FMAR
|
$3.61M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$728K |
| 3 |
Vanguard Total Bond Market
BND
|
$592K |
| 4 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
$575K |
| 5 |
Exxon Mobil
XOM
|
$570K |
Top Sells
Sector Composition
| 1 | Technology | 10.37% |
| 2 | Energy | 4.88% |
| 3 | Consumer Staples | 2.33% |
| 4 | Financials | 2.29% |
| 5 | Consumer Discretionary | 2.17% |
