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
301
$13K ﹤0.01%
+300
302
$13K ﹤0.01%
+489
303
$13K ﹤0.01%
+265
304
$12K ﹤0.01%
+453
305
$12K ﹤0.01%
+1,071
306
$12K ﹤0.01%
+180
307
$11K ﹤0.01%
+150
308
$11K ﹤0.01%
+29
309
$10K ﹤0.01%
+148
310
$10K ﹤0.01%
+265
311
$9K ﹤0.01%
+51
312
$9K ﹤0.01%
+218
313
$9K ﹤0.01%
+200
314
$9K ﹤0.01%
+185
315
$9K ﹤0.01%
242
-10,813
316
$8K ﹤0.01%
+191
317
$8K ﹤0.01%
+183
318
$8K ﹤0.01%
+150
319
$7K ﹤0.01%
+195
320
$7K ﹤0.01%
+233
321
$7K ﹤0.01%
+125
322
$7K ﹤0.01%
+145
323
$7K ﹤0.01%
+150
324
$7K ﹤0.01%
+145
325
$7K ﹤0.01%
+60
11 12
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