KWM

Keebeck Wealth Management Portfolio holdings

AUM $867M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$4.12M
3
+$2.63M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.35M
2
+$3.09M
3
+$2.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
RF icon
Regions Financial
RF
+$1.48M

Sector Composition

1 Technology 9.1%
2 Healthcare 4.33%
3 Industrials 3.76%
4 Financials 3.72%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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