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
$680M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.11M
3
+$5.18M
4
EMR icon
Emerson Electric
EMR
+$4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.47M

Top Sells

1
+$4.05M
2
+$3.26M
3
+$2.34M
4
APD icon
Air Products & Chemicals
APD
+$2.11M
5
VIOG icon
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
+$1.49M

Sector Composition

1 Technology 12.45%
2 Financials 6.76%
3 Healthcare 6.49%
4 Industrials 4.62%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.74M 0.84%
7,376
-101
27
$5.49M 0.81%
30,435
-1,353
28
$5.43M 0.8%
20,500
+8,550
29
$5.41M 0.8%
22,155
-691
30
$5.31M 0.78%
19,037
-260
31
$5.18M 0.76%
+27,731
32
$5.1M 0.75%
180,540
-30,519
33
$4.95M 0.73%
314,387
+1
34
$4.92M 0.72%
24,896
-1,297
35
$4.9M 0.72%
38,507
-651
36
$4.84M 0.71%
101,711
-2,928
37
$4.74M 0.7%
9,587
-1,458
38
$4.68M 0.69%
81,273
+26,137
39
$4.66M 0.69%
9,674
-259
40
$4.6M 0.68%
26,386
-266
41
$4.55M 0.67%
42,314
+1,504
42
$4.17M 0.61%
16,667
-91
43
$4.08M 0.6%
20,347
44
$4.07M 0.6%
28,042
-1,138
45
$4.05M 0.6%
10,563
-171
46
$4M 0.59%
+35,285
47
$4M 0.59%
19,495
-636
48
$4M 0.59%
11,540
-239
49
$3.98M 0.59%
14,702
-712
50
$3.94M 0.58%
90,944
-1,435
1
2
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