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
301
$8K ﹤0.01%
+85
302
$8K ﹤0.01%
+280
303
$8K ﹤0.01%
+95
304
$8K ﹤0.01%
+421
305
$8K ﹤0.01%
+194
306
$8K ﹤0.01%
+42
307
$7K ﹤0.01%
+150
308
$6K ﹤0.01%
+52
309
$5K ﹤0.01%
+148
310
$5K ﹤0.01%
+29
311
$5K ﹤0.01%
+87
312
$5K ﹤0.01%
+150
313
$5K ﹤0.01%
+132
314
$5K ﹤0.01%
+236
315
$5K ﹤0.01%
+40
316
$4K ﹤0.01%
+29
317
$4K ﹤0.01%
+48
318
$4K ﹤0.01%
+43
319
$3K ﹤0.01%
+100
320
$3K ﹤0.01%
+54
321
$3K ﹤0.01%
+75
322
$3K ﹤0.01%
+22
323
$2K ﹤0.01%
+33
324
$2K ﹤0.01%
+62
325
$2K ﹤0.01%
+8
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