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
$620M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.29M
3
+$2.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.33M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M

Top Sells

1
+$3.24M
2
+$3.16M
3
+$2.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
RF icon
Regions Financial
RF
+$1.48M

Sector Composition

1 Technology 9.1%
2 Healthcare 4.33%
3 Industrials 3.76%
4 Financials 3.72%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.52%
24,824
+3,906
52
$3.15M 0.51%
6,814
+703
53
$3.12M 0.5%
30,190
-20
54
$3.08M 0.5%
8,983
+858
55
$3.07M 0.49%
80,960
+13,387
56
$3.06M 0.49%
8,415
+944
57
$2.82M 0.46%
9,569
+824
58
$2.77M 0.45%
13,535
+2,965
59
$2.74M 0.44%
7,831
-153
60
$2.66M 0.43%
8,290
+527
61
$2.61M 0.42%
20,001
+42
62
$2.61M 0.42%
+62,745
63
$2.59M 0.42%
53,158
+47,773
64
$2.52M 0.41%
202,360
+49,819
65
$2.51M 0.41%
34,545
+6,070
66
$2.48M 0.4%
53,810
+14,000
67
$2.43M 0.39%
12,547
-133
68
$2.37M 0.38%
22,756
+3,471
69
$2.25M 0.36%
17,401
-78
70
$2.24M 0.36%
54,832
+107
71
$2.23M 0.36%
44,574
+673
72
$2.16M 0.35%
79,123
73
$2.13M 0.34%
29,949
-8,312
74
$2.11M 0.34%
12,916
75
$2.11M 0.34%
40,311
+4,734
1 2
3
4 5