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
$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
276
$21K 0.01%
+121
277
$20K 0.01%
+1,000
278
$19K 0.01%
+1,500
279
$18K 0.01%
+200
280
$18K 0.01%
+700
281
$17K 0.01%
+1,000
282
$17K 0.01%
+1,118
283
$16K 0.01%
+594
284
$15K ﹤0.01%
+1,000
285
$15K ﹤0.01%
+563
286
$15K ﹤0.01%
+300
287
$15K ﹤0.01%
+304
288
$15K ﹤0.01%
+117
289
$15K ﹤0.01%
+388
290
$14K ﹤0.01%
+333
291
$14K ﹤0.01%
+68
292
$14K ﹤0.01%
+505
293
$14K ﹤0.01%
+360
294
$14K ﹤0.01%
+273
295
$14K ﹤0.01%
+500
296
$14K ﹤0.01%
+1,000
297
$14K ﹤0.01%
+500
298
$14K ﹤0.01%
+268
299
$13K ﹤0.01%
+168
300
$13K ﹤0.01%
+500
10 11
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