KWS
Keystone Wealth Services Portfolio holdings
AUM
$415M
1-Year Return
14.27%
This Quarter Return
-2.48%
1 Year Return
+14.27%
3 Year Return
+59.19%
5 Year Return
–
10 Year Return
–
AUM
$263M
AUM Growth
-$4.35M
(-1.6%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
34.14%
Holding
220
New
18
Increased
63
Reduced
79
Closed
18
Top Buys
Top Sells
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$4.3M |
| 2 |
iShares MBS ETF
MBB
|
$2.87M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$2.46M |
| 4 |
FT Vest US Equity Buffer ETF September
FSEP
|
$1.39M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.34M |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Financials | 4.1% |
| 3 | Energy | 3.69% |
| 4 | Consumer Staples | 2.54% |
| 5 | Consumer Discretionary | 2.29% |
