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
76
$853K 0.27%
11,979
+5,000
77
$844K 0.27%
6,003
-9,700
78
$844K 0.27%
21,063
+10,000
79
$841K 0.27%
14,012
-14,672
80
$831K 0.26%
8,173
+75
81
$802K 0.25%
3,306
82
$797K 0.25%
34,459
-29,233
83
$775K 0.25%
3,615
+942
84
$768K 0.24%
2,503
+355
85
$766K 0.24%
32,278
86
$752K 0.24%
+11,020
87
$735K 0.23%
16,310
88
$722K 0.23%
9,714
+1,162
89
$711K 0.22%
15,930
+930
90
$663K 0.21%
1,220
91
$658K 0.21%
11,200
-206
92
$657K 0.21%
3,385
+975
93
$651K 0.21%
7,453
94
$638K 0.2%
3,895
+1,718
95
$634K 0.2%
+3,793
96
$618K 0.2%
8,399
+1,330
97
$613K 0.19%
7,102
98
$613K 0.19%
6,245
+535
99
$610K 0.19%
4,975
+283
100
$604K 0.19%
+20,300
2 3
4
5 6