KWM

Keebeck Wealth Management Portfolio holdings

AUM $846M
1-Year Est. Return 20.33%
This Quarter Est. Return
1 Year Est. Return
+20.33%
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
251
$34K 0.01%
+246
252
$33K 0.01%
+260
253
$32K 0.01%
+211
254
$32K 0.01%
+1,000
255
$31K 0.01%
+321
256
$31K 0.01%
+1,000
257
$30K 0.01%
+494
258
$30K 0.01%
+514
259
$29K 0.01%
+567
260
$28K 0.01%
+953
261
$28K 0.01%
+307
262
$27K 0.01%
1,049
-16,861
263
$26K 0.01%
+3,000
264
$26K 0.01%
+500
265
$25K 0.01%
+415
266
$25K 0.01%
+150
267
$24K 0.01%
+900
268
$23K 0.01%
+766
269
$23K 0.01%
+245
270
$22K 0.01%
+429
271
$22K 0.01%
+947
272
$22K 0.01%
+215
273
$22K 0.01%
+1,000
274
$21K 0.01%
+121
275
$21K 0.01%
+1,975
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