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
76
$2.1M 0.34%
79,045
77
$2.03M 0.33%
8,150
78
$2.02M 0.33%
7,063
+1,006
79
$2.01M 0.32%
10,966
-3,095
80
$2M 0.32%
13,472
+300
81
$1.97M 0.32%
17,196
+6,959
82
$1.96M 0.32%
6,781
+3,648
83
$1.95M 0.31%
+10,198
84
$1.91M 0.31%
40,738
-568
85
$1.76M 0.28%
33,935
86
$1.72M 0.28%
5,620
+872
87
$1.66M 0.27%
4,016
+1,823
88
$1.63M 0.26%
16,061
+2,135
89
$1.59M 0.26%
6,212
90
$1.58M 0.25%
8,255
91
$1.56M 0.25%
14,088
-200
92
$1.51M 0.24%
20,198
93
$1.44M 0.23%
10,634
94
$1.43M 0.23%
13,804
-1,206
95
$1.39M 0.22%
44,233
+22,211
96
$1.37M 0.22%
42,687
+1,661
97
$1.34M 0.22%
13,370
-265
98
$1.34M 0.22%
123,059
+1,488
99
$1.33M 0.21%
82,897
100
$1.32M 0.21%
19,676
-147
2 3
4
5 6