KW
Keyvantage Wealth Portfolio holdings
AUM
$234M
1-Year Est. Return
17.74%
This Fund
S&P 500
1 Year Est. Return
+17.74%
AUM
$238M
AUM Growth
+$15.6M
(+7%)
Holding
103
Top Buys
| 1 | +$677K | |
| 2 | +$539K | |
| 3 | +$461K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$457K |
| 5 |
SPDR Gold Trust
GLD
|
+$419K |
Top Sells
| 1 | +$504K | |
| 2 | +$283K | |
| 3 | +$268K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$261K |
| 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
$236B
| – | – |
-725
|
|
||
102
3M
MMM
$84.7B
| – | – |
-1,328
|
|
||
103
ServiceNow
NOW
$119B
| – | – |
-1,305
|
|