KW
Keyvantage Wealth Portfolio holdings
AUM
$238M
1-Year Est. Return
15.64%
1 Year Est. Return
+15.64%
AUM
$238M
AUM Growth
+$15.6M
(+7%)
Holding
103
Top Buys
| 1 | +$684K | |
| 2 | +$542K | |
| 3 | +$485K | |
| 4 |
SPDR Gold Trust
GLD
|
+$467K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$459K |
Top Sells
| 1 | +$527K | |
| 2 | +$283K | |
| 3 | +$271K | |
| 4 |
ServiceNow
NOW
|
+$268K |
| 5 |
Honeywell
HON
|
+$218K |
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Financials | 1.8% |
| 3 | Communication Services | 1.55% |
| 4 | Consumer Discretionary | 1.53% |
| 5 | Healthcare | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
McDonald's
MCD
$214B
| – | – |
-725
|
|
||
102
3M
MMM
$91.1B
| – | – |
-1,328
|
|
||
|
103
ServiceNow
NOW
$171B
| – | – |
-261
|
|