KWM
Keebeck Wealth Management Portfolio holdings
AUM
$763M
This Quarter Return
+8.79%
1 Year Return
+18.42%
3 Year Return
+66.9%
5 Year Return
+118.12%
10 Year Return
–
AUM
$570M
AUM Growth
+$570M
(+9.8%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
34.03%
Holding
249
New
23
Increased
110
Reduced
70
Closed
11
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.66M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$2.45M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$2.13M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$1.85M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.69M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$5.28M |
| 2 |
Microsoft
MSFT
|
$2.45M |
| 3 |
Lazydays
GORV
|
$1.44M |
| 4 |
Lincoln National
LNC
|
$1.32M |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$1.01M |
Sector Composition
| 1 | Technology | 7.54% |
| 2 | Healthcare | 4.55% |
| 3 | Industrials | 3.95% |
| 4 | Consumer Discretionary | 3.67% |
| 5 | Financials | 3.39% |
