KWS
Keystone Wealth Services Portfolio holdings
AUM
$415M
1-Year Return
14.27%
This Quarter Return
+9.35%
1 Year Return
+14.27%
3 Year Return
+59.19%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$28.4M
(+11%)
Cap. Flow
+$4.18M
Cap. Flow
% of AUM
1.43%
Top 10 Holdings %
Top 10 Hldgs %
33.6%
Holding
225
New
23
Increased
59
Reduced
98
Closed
8
Top Buys
| 1 |
Exxon Mobil
XOM
|
$4.39M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$2.25M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.8M |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$1.35M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$900K |
Top Sells
Sector Composition
| 1 | Technology | 9.41% |
| 2 | Energy | 4.7% |
| 3 | Financials | 4.09% |
| 4 | Consumer Staples | 2.31% |
| 5 | Consumer Discretionary | 2.17% |
