KWM
Keebeck Wealth Management Portfolio holdings
AUM
$846M
1-Year Est. Return
20.33%
1 Year Est. Return
+20.33%
AUM
$846M
AUM Growth
+$83.5M
(+11%)
Holding
377
Top Buys
| 1 | +$17.2M | |
| 2 | +$6.46M | |
| 3 | +$5.07M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$3.61M |
| 5 |
Eaton
ETN
|
+$3.01M |
Top Sells
| 1 | +$4.11M | |
| 2 | +$3.53M | |
| 3 | +$3.41M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3.11M |
| 5 |
iShares US Technology ETF
IYW
|
+$2.69M |
Sector Composition
| 1 | Technology | 14.4% |
| 2 | Financials | 7.47% |
| 3 | Healthcare | 4.96% |
| 4 | Industrials | 4.89% |
| 5 | Consumer Discretionary | 3.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
| – | – |
-8,039
|
|
||
377
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$836M
| – | – |
-11,488
|
|