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
$606M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.32M
3
+$3.96M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.06M
5
IYW icon
iShares US Technology ETF
IYW
+$2.64M

Top Sells

1
+$22.1M
2
+$20.4M
3
+$4.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.35M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.81M

Sector Composition

1 Technology 13.18%
2 Financials 6.35%
3 Healthcare 6.35%
4 Industrials 4.77%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.05%
+9,132
227
$298K 0.05%
4,238
+303
228
$297K 0.05%
2,000
-2
229
$293K 0.05%
+10,464
230
$293K 0.05%
4,964
+90
231
$287K 0.05%
7,057
232
$286K 0.05%
6,326
233
$285K 0.05%
3,430
-36
234
$284K 0.05%
10,000
235
$281K 0.05%
6,930
236
$273K 0.05%
+7,956
237
$270K 0.04%
10,000
238
$263K 0.04%
5,644
-1,686
239
$253K 0.04%
+475
240
$251K 0.04%
2,520
+20
241
$243K 0.04%
+4,830
242
$240K 0.04%
1,000
+40
243
$239K 0.04%
5,446
-23,367
244
$238K 0.04%
16,054
-2,737
245
$237K 0.04%
19,419
+127
246
$234K 0.04%
2,020
247
$228K 0.04%
+875
248
$227K 0.04%
+9,758
249
$225K 0.04%
3,203
-1,021
250
$224K 0.04%
+2,770
8 9
10
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