KW
Keyvantage Wealth Portfolio holdings
AUM
$223M
This Quarter Return
+0.17%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.4%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$14.4M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$11.3M |
| 3 |
Schwab International Equity ETF
SCHF
|
$10.9M |
| 4 |
Vanguard Value ETF
VTV
|
$6.78M |
| 5 |
Fidelity Total Bond ETF
FBND
|
$6.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Healthcare | 3.16% |
| 3 | Consumer Discretionary | 2.9% |
| 4 | Financials | 2.9% |
| 5 | Communication Services | 2.53% |
