KWS
Keystone Wealth Services Portfolio holdings
AUM
$415M
This Quarter Return
+8.36%
1 Year Return
+14.27%
3 Year Return
+59.19%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
–
Cap. Flow
+$246M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.97%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$24.2M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$14.4M |
| 3 |
Apple
AAPL
|
$12.3M |
| 4 |
Vanguard Value ETF
VTV
|
$8.96M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$6.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.86% |
| 2 | Financials | 3.51% |
| 3 | Consumer Staples | 3.18% |
| 4 | Consumer Discretionary | 2.76% |
| 5 | Healthcare | 2.54% |
