KWM

Keebeck Wealth Management Portfolio holdings

AUM $763M
1-Year Est. Return 18.42%
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$5.39M
3
+$2.42M
4
ABBV icon
AbbVie
ABBV
+$1.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.8M

Top Sells

1
+$1.96M
2
+$1.39M
3
+$1.36M
4
VIS icon
Vanguard Industrials ETF
VIS
+$1.3M
5
GEN icon
Gen Digital
GEN
+$1.17M

Sector Composition

1 Technology 12.41%
2 Healthcare 6.36%
3 Communication Services 5.34%
4 Consumer Discretionary 5.22%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
1,197
-18,355
227
$47K 0.01%
+910
228
$46K 0.01%
849
-16,677
229
$45K 0.01%
+522
230
$45K 0.01%
+1,380
231
$44K 0.01%
+1,324
232
$44K 0.01%
+452
233
$44K 0.01%
+1,300
234
$43K 0.01%
+359
235
$43K 0.01%
+844
236
$42K 0.01%
+650
237
$41K 0.01%
+572
238
$41K 0.01%
+300
239
$39K 0.01%
+1,000
240
$39K 0.01%
+550
241
$38K 0.01%
+670
242
$38K 0.01%
+1,000
243
$37K 0.01%
+755
244
$36K 0.01%
+269
245
$36K 0.01%
832
-18,686
246
$36K 0.01%
+960
247
$36K 0.01%
+630
248
$36K 0.01%
+424
249
$35K 0.01%
+1,396
250
$34K 0.01%
+384
8 9
10
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