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
351
$3K ﹤0.01%
+22
352
$3K ﹤0.01%
+972
353
$3K ﹤0.01%
+39
354
$3K ﹤0.01%
+43
355
$2K ﹤0.01%
+54
356
$2K ﹤0.01%
+23
357
$2K ﹤0.01%
+10
358
$2K ﹤0.01%
+75
359
$2K ﹤0.01%
+87
360
$2K ﹤0.01%
+9
361
$1K ﹤0.01%
+9
362
$1K ﹤0.01%
+50
363
$1K ﹤0.01%
+28
364
$1K ﹤0.01%
+62
365
$1K ﹤0.01%
+5
366
– –
-30,000
367
$0 ﹤0.01%
+13
368
$0 ﹤0.01%
+25
369
– –
-20,289
370
$0 ﹤0.01%
+18
371
$0 ﹤0.01%
+25
372
– –
-200,000
373
– –
-4,518
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15