KWM
Keebeck Wealth Management Portfolio holdings
AUM
$763M
This Quarter Return
+5.67%
1 Year Return
+18.42%
3 Year Return
+66.9%
5 Year Return
+118.12%
10 Year Return
–
AUM
$690M
AUM Growth
+$690M
(+1.2%)
Cap. Flow
-$19.7M
Cap. Flow
% of AUM
-2.86%
Top 10 Holdings %
Top 10 Hldgs %
30.64%
Holding
280
New
17
Increased
75
Reduced
119
Closed
25
Top Buys
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$7.25M |
| 2 |
Broadcom
AVGO
|
$6.59M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$2.78M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.42M |
| 5 |
TE Connectivity
TEL
|
$1.39M |
Top Sells
Sector Composition
| 1 | Technology | 12.95% |
| 2 | Healthcare | 6.76% |
| 3 | Financials | 6.39% |
| 4 | Consumer Discretionary | 4.27% |
| 5 | Industrials | 4.08% |
