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
$680M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.11M
3
+$5.18M
4
EMR icon
Emerson Electric
EMR
+$4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.47M

Top Sells

1
+$4.05M
2
+$3.26M
3
+$2.34M
4
APD icon
Air Products & Chemicals
APD
+$2.11M
5
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$1.49M

Sector Composition

1 Technology 12.36%
2 Financials 6.76%
3 Healthcare 6.49%
4 Industrials 4.62%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.04%
+5,350
252
$256K 0.04%
698
253
$245K 0.04%
2,020
254
$233K 0.03%
7,725
255
$230K 0.03%
2,636
256
$229K 0.03%
3,191
-12
257
$225K 0.03%
1,275
258
$224K 0.03%
9,758
259
$216K 0.03%
2,014
+116
260
$213K 0.03%
4,830
261
$213K 0.03%
4,302
-21,260
262
$212K 0.03%
6,588
-6,894
263
$208K 0.03%
+2,357
264
$208K 0.03%
+1,216
265
$206K 0.03%
+7,625
266
$205K 0.03%
+1,924
267
$205K 0.03%
+3,533
268
$204K 0.03%
+1,958
269
$202K 0.03%
1,667
270
$183K 0.03%
10,053
+478
271
$93.2K 0.01%
+40,000
272
$73K 0.01%
+10,000
273
$60K 0.01%
22,800
274
$43.1K 0.01%
+10,000
275
$31.1K ﹤0.01%
1,054
8 9 10
11
12