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
51
$3.89M 0.57%
30,906
-392
52
$3.82M 0.56%
31,027
+2,085
53
$3.77M 0.55%
27,448
-355
54
$3.77M 0.55%
38,605
-80
55
$3.63M 0.53%
17,239
56
$3.51M 0.52%
7,895
-295
57
$3.41M 0.5%
16,006
-120
58
$3.39M 0.5%
138,305
59
$3.38M 0.5%
60,642
-7,249
60
$3.21M 0.47%
70,509
+24,963
61
$3.2M 0.47%
6,663
+25
62
$3.04M 0.45%
16,672
+13,380
63
$3.01M 0.44%
67,599
-9,483
64
$2.97M 0.44%
49,605
65
$2.9M 0.43%
36,000
66
$2.86M 0.42%
+70,554
67
$2.79M 0.41%
33,430
-14,302
68
$2.76M 0.41%
13,954
-562
69
$2.74M 0.4%
5,641
+140
70
$2.67M 0.39%
5,081
-35
71
$2.61M 0.38%
7,592
-78
72
$2.57M 0.38%
12,590
-79
73
$2.55M 0.38%
6,495
-122
74
$2.54M 0.37%
15,029
-1,212
75
$2.51M 0.37%
53,353
-242
1 2
3
4 5