KWM

Keebeck Wealth Management Portfolio holdings

AUM $846M
1-Year Est. Return 20.33%
This Quarter Est. Return
1 Year Est. Return
+20.33%
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
326
$7K ﹤0.01%
+60
327
$6K ﹤0.01%
+50
328
$6K ﹤0.01%
+29
329
$6K ﹤0.01%
+149
330
$6K ﹤0.01%
+20
331
$6K ﹤0.01%
+87
332
$6K ﹤0.01%
+199
333
$5K ﹤0.01%
+84
334
$5K ﹤0.01%
+280
335
$5K ﹤0.01%
+92
336
$5K ﹤0.01%
+163
337
$5K ﹤0.01%
+148
338
$5K ﹤0.01%
+150
339
$5K ﹤0.01%
+400
340
$4K ﹤0.01%
+29
341
$4K ﹤0.01%
+135
342
$4K ﹤0.01%
+132
343
$4K ﹤0.01%
+135
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
11 12 13
14
15