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
$316M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.94M
3
+$2.18M
4
ABBV icon
AbbVie
ABBV
+$1.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Top Sells

1
+$1.84M
2
+$1.41M
3
+$1.24M
4
VIS icon
Vanguard Industrials ETF
VIS
+$1.22M
5
GEN icon
Gen Digital
GEN
+$1.2M

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
326
$7K ﹤0.01%
+60
327
$6K ﹤0.01%
+149
328
$6K ﹤0.01%
+20
329
$6K ﹤0.01%
+87
330
$6K ﹤0.01%
+199
331
$6K ﹤0.01%
+50
332
$6K ﹤0.01%
+29
333
$5K ﹤0.01%
+163
334
$5K ﹤0.01%
+148
335
$5K ﹤0.01%
+150
336
$5K ﹤0.01%
+400
337
$5K ﹤0.01%
+84
338
$5K ﹤0.01%
+280
339
$5K ﹤0.01%
+92
340
$4K ﹤0.01%
+135
341
$4K ﹤0.01%
+29
342
$4K ﹤0.01%
+135
343
$4K ﹤0.01%
+132
344
$4K ﹤0.01%
+48
345
$4K ﹤0.01%
+52
346
$4K ﹤0.01%
+40
347
$4K ﹤0.01%
123
-27,000
348
$3K ﹤0.01%
+33
349
$3K ﹤0.01%
+100
350
$3K ﹤0.01%
+102
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