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

Top Buys

1
+$6.42M
2
+$5.68M
3
+$4.93M
4
EMR icon
Emerson Electric
EMR
+$3.62M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.3M

Top Sells

1
+$3.86M
2
+$3.14M
3
+$2.24M
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
276
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277
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280
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281
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282
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283
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-10,464
284
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285
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286
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287
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-11,689
288
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-13,819
8 9 10 11
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