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
$606M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.32M
3
+$3.96M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.06M
5
IYW icon
iShares US Technology ETF
IYW
+$2.64M

Top Sells

1
+$22.1M
2
+$20.4M
3
+$4.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.35M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.81M

Sector Composition

1 Technology 13.18%
2 Financials 6.35%
3 Healthcare 6.35%
4 Industrials 4.77%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.57%
17,239
-287
52
$3.39M 0.56%
28,942
-1,064
53
$3.36M 0.55%
8,190
-100
54
$3.3M 0.55%
77,082
+18,355
55
$3.25M 0.54%
38,685
-2,348
56
$3.21M 0.53%
16,241
-103
57
$3.16M 0.52%
14,516
-1,422
58
$3.06M 0.5%
+55,136
59
$2.96M 0.49%
49,605
-7,085
60
$2.93M 0.48%
36,000
-27,475
61
$2.9M 0.48%
6,638
-6,439
62
$2.89M 0.48%
16,126
+3,180
63
$2.85M 0.47%
76,876
-2,240
64
$2.79M 0.46%
55,112
-9,943
65
$2.62M 0.43%
31,024
+1,639
66
$2.58M 0.43%
6,617
-130
67
$2.45M 0.4%
20,282
-411
68
$2.44M 0.4%
5,116
-42,738
69
$2.42M 0.4%
12,669
+172
70
$2.38M 0.39%
7,670
-480
71
$2.32M 0.38%
45,930
-783
72
$2.28M 0.38%
53,595
-1,268
73
$2.21M 0.36%
20,026
-1,755
74
$2.2M 0.36%
14,721
-29,784
75
$2.16M 0.36%
21,585
-476
1 2
3
4 5