KWM
Keebeck Wealth Management Portfolio holdings
AUM
$763M
This Quarter Return
+21.69%
1 Year Return
+18.42%
3 Year Return
+66.9%
5 Year Return
+118.12%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+32%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
9.52%
Top 10 Holdings %
Top 10 Hldgs %
42.79%
Holding
373
New
234
Increased
51
Reduced
50
Closed
4
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$5.49M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$5.39M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.42M |
| 4 |
AbbVie
ABBV
|
$1.91M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.8M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.96M |
| 2 |
ENV
ENVESTNET, INC.
ENV
|
$1.39M |
| 3 |
Johnson & Johnson
JNJ
|
$1.36M |
| 4 |
Vanguard Industrials ETF
VIS
|
$1.3M |
| 5 |
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% |
