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
$728M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.23M
3
+$5.11M
4
VLO icon
Valero Energy
VLO
+$3.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.56M

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.14M
4
INTC icon
Intel
INTC
+$811K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$621K

Sector Composition

1 Technology 10.22%
2 Healthcare 4.7%
3 Financials 4.03%
4 Industrials 3.87%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K 0.04%
+3,425
227
$277K 0.04%
1,917
228
$274K 0.04%
+10,000
229
$274K 0.04%
1,620
230
$274K 0.04%
3,569
231
$273K 0.04%
10,000
232
$269K 0.04%
4,060
233
$269K 0.04%
10,000
-3,233
234
$266K 0.04%
+3,174
235
$264K 0.04%
1,427
+43
236
$264K 0.04%
6,164
-2,007
237
$259K 0.04%
6,326
238
$258K 0.04%
+10,000
239
$252K 0.03%
2,004
-221
240
$251K 0.03%
4,795
+30
241
$236K 0.03%
5,750
242
$235K 0.03%
960
-3
243
$234K 0.03%
2,622
-27
244
$232K 0.03%
335
245
$229K 0.03%
+468
246
$228K 0.03%
4,339
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247
$227K 0.03%
6,184
248
$225K 0.03%
7,057
-8
249
$221K 0.03%
2,020
250
$220K 0.03%
2,342
-2,084
7 8 9
10
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