KWM
Keebeck Wealth Management Portfolio holdings
AUM
$867M
1-Year Est. Return
20.37%
This Fund
S&P 500
1 Year Est. Return
+20.37%
AUM
$846M
AUM Growth
+$83.5M
(+11%)
Holding
377
Top Buys
| 1 | +$16.5M | |
| 2 | +$6.35M | |
| 3 | +$4.9M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$3.12M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$2.99M |
Top Sells
| 1 | +$3.99M | |
| 2 | +$3.52M | |
| 3 | +$3.29M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3.04M |
| 5 |
iShares US Technology ETF
IYW
|
+$2.51M |
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
$27.1B
| – | – |
-8,039
|
|
||
377
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$892M
| – | – |
-11,488
|
|