KWM

Keebeck Wealth Management Portfolio holdings

AUM $763M
1-Year Est. Return 18.42%
This Quarter Est. Return
1 Year Est. Return
+18.42%
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
26
$2.64M 0.83%
111,927
+59,190
27
$2.56M 0.81%
31,000
-280
28
$2.4M 0.76%
16,033
-3,265
29
$2.39M 0.76%
107,876
-875
30
$2.36M 0.75%
31,655
31
$2.34M 0.74%
10,013
+401
32
$2.21M 0.7%
6,047
+898
33
$2.15M 0.68%
6,932
+5,822
34
$2.14M 0.68%
12,541
35
$2M 0.63%
14,580
+540
36
$1.98M 0.63%
15,634
-904
37
$1.95M 0.62%
85,438
+12,925
38
$1.91M 0.6%
+19,458
39
$1.84M 0.58%
6,463
+1,050
40
$1.83M 0.58%
9,061
-561
41
$1.79M 0.57%
+9,420
42
$1.72M 0.54%
27,985
+6,793
43
$1.68M 0.53%
12,416
+1,319
44
$1.66M 0.53%
59,085
45
$1.62M 0.51%
81,345
46
$1.61M 0.51%
5,449
+856
47
$1.59M 0.5%
223,630
+17,935
48
$1.43M 0.45%
14,720
+550
49
$1.4M 0.44%
5,592
+1,536
50
$1.39M 0.44%
70,050
-59,000
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