KWM
Keebeck Wealth Management Portfolio holdings
AUM
$763M
1-Year Est. Return
18.42%
1 Year Est. Return
+18.42%
AUM
$677M
AUM Growth
-$16.9M
(-2.4%)
Holding
301
Top Buys
| 1 | +$3.94M | |
| 2 | +$3.36M | |
| 3 | +$3.3M | |
| 4 |
WEC Energy
WEC
|
+$3.01M |
| 5 |
Cognizant
CTSH
|
+$2.48M |
Top Sells
| 1 | +$6.1M | |
| 2 | +$3.57M | |
| 3 | +$2.74M | |
| 4 |
Comcast
CMCSA
|
+$2.59M |
| 5 |
Merck
MRK
|
+$2.42M |
Sector Composition
| 1 | Technology | 12.2% |
| 2 | Financials | 7.91% |
| 3 | Healthcare | 6.4% |
| 4 | Industrials | 4.24% |
| 5 | Consumer Discretionary | 3.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
YieldMax MSFT Option Income Strategy ETF
MSFO
$140M
| – | – |
-11,920
|
|