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
$315M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$24M
3
+$13.8M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$13.2M
5
AAPL icon
Apple
AAPL
+$9.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.37%
2 Industrials 5.23%
3 Healthcare 4.3%
4 Communication Services 4.2%
5 Consumer Discretionary 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
+119
277
$16K 0.01%
+500
278
$15K ﹤0.01%
+500
279
$15K ﹤0.01%
+268
280
$14K ﹤0.01%
+333
281
$14K ﹤0.01%
+68
282
$14K ﹤0.01%
+215
283
$14K ﹤0.01%
+304
284
$13K ﹤0.01%
+453
285
$13K ﹤0.01%
+92
286
$13K ﹤0.01%
+489
287
$13K ﹤0.01%
+1,000
288
$12K ﹤0.01%
+218
289
$12K ﹤0.01%
+494
290
$12K ﹤0.01%
+74
291
$11K ﹤0.01%
+228
292
$10K ﹤0.01%
+51
293
$10K ﹤0.01%
+148
294
$10K ﹤0.01%
+400
295
$10K ﹤0.01%
+29
296
$9K ﹤0.01%
+195
297
$9K ﹤0.01%
+183
298
$9K ﹤0.01%
+145
299
$9K ﹤0.01%
+150
300
$8K ﹤0.01%
+972
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