KWS
Keystone Wealth Services Portfolio holdings
AUM
$415M
This Quarter Return
-2.23%
1 Year Return
+14.27%
3 Year Return
+59.19%
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+2.3%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
6.48%
Top 10 Holdings %
Top 10 Hldgs %
38.83%
Holding
188
New
17
Increased
63
Reduced
57
Closed
9
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.72M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.23M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
$1.14M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.07M |
| 5 |
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% |
