KWM
Keebeck Wealth Management Portfolio holdings
AUM
$763M
This Quarter Return
-19.39%
1 Year Return
+18.42%
3 Year Return
+66.9%
5 Year Return
+118.12%
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(-24%)
Cap. Flow
-$17.6M
Cap. Flow
% of AUM
-7.34%
Top 10 Holdings %
Top 10 Hldgs %
46.39%
Holding
343
New
4
Increased
61
Reduced
42
Closed
204
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$7.38M |
| 2 |
Vanguard Value ETF
VTV
|
$2.39M |
| 3 |
Lockheed Martin
LMT
|
$1.38M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.28M |
| 5 |
ENV
ENVESTNET, INC.
ENV
|
$1.21M |
Top Sells
Sector Composition
| 1 | Technology | 11.84% |
| 2 | Industrials | 5.52% |
| 3 | Healthcare | 5.25% |
| 4 | Communication Services | 4.84% |
| 5 | Consumer Discretionary | 4.32% |
