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
51
$1.36M 0.43%
9,112
52
$1.36M 0.43%
9,382
+593
53
$1.35M 0.43%
33,861
54
$1.32M 0.42%
7,538
-43
55
$1.2M 0.38%
126,600
+15,000
56
$1.2M 0.38%
6,192
-90
57
$1.16M 0.37%
6,284
58
$1.08M 0.34%
+54,820
59
$1.07M 0.34%
61,145
+36,145
60
$1.07M 0.34%
14,098
61
$1.07M 0.34%
18,179
-724
62
$1.06M 0.34%
4,089
+825
63
$1.03M 0.33%
22,098
+3,677
64
$1M 0.32%
5,545
+3,226
65
$976K 0.31%
7,483
66
$953K 0.3%
+49,921
67
$944K 0.3%
45,500
+500
68
$938K 0.3%
8,419
-3,607
69
$918K 0.29%
6,146
-125
70
$908K 0.29%
50,000
71
$900K 0.28%
+77,860
72
$898K 0.28%
10,072
-466
73
$882K 0.28%
12,440
74
$872K 0.28%
25,054
-10,308
75
$869K 0.27%
+70,968
1 2
3
4 5