KWM
Keebeck Wealth Management Portfolio holdings
AUM
$889M
1-Year Est. Return
20.9%
This Fund
S&P 500
1 Year Est. Return
+20.9%
AUM
$889M
AUM Growth
+$22.5M
(+2.6%)
Holding
452
Top Buys
| 1 | +$12.8M | |
| 2 | +$6.73M | |
| 3 | +$5.41M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$5.11M |
| 5 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$4.29M |
Top Sells
| 1 | +$6.82M | |
| 2 | +$3.61M | |
| 3 | +$3.18M | |
| 4 |
KLA
KLAC
|
+$2.72M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$2.66M |
Sector Composition
| 1 | Technology | 13.42% |
| 2 | Financials | 5.23% |
| 3 | Industrials | 4.78% |
| 4 | Healthcare | 4.32% |
| 5 | Consumer Discretionary | 3.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Verra Mobility
VRRM
$620M
| – | – |
-18,305
|
|
||
|
CRWV
452
CoreWeave Inc
CRWV
$61.3B
| – | – |
-4,350
|
|