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
$728M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.23M
3
+$5.11M
4
VLO icon
Valero Energy
VLO
+$3.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.56M

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.14M
4
INTC icon
Intel
INTC
+$811K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$621K

Sector Composition

1 Technology 10.22%
2 Healthcare 4.7%
3 Financials 4.03%
4 Industrials 3.87%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M 0.32%
29,949
77
$2.31M 0.32%
8,150
78
$2.3M 0.32%
20,131
+2,935
79
$2.28M 0.31%
6,564
+944
80
$2.25M 0.31%
44,578
+4
81
$2.25M 0.31%
12,946
+30
82
$2.21M 0.3%
17,401
83
$2.19M 0.3%
54,728
-104
84
$2.16M 0.3%
79,123
85
$2.13M 0.29%
79,045
86
$2.12M 0.29%
6,212
87
$2.04M 0.28%
13,472
88
$2.02M 0.28%
18,505
+2,444
89
$1.96M 0.27%
11,016
+50
90
$1.91M 0.26%
4,708
+692
91
$1.74M 0.24%
33,935
92
$1.69M 0.23%
14,105
+301
93
$1.63M 0.22%
10,634
94
$1.55M 0.21%
8,365
+110
95
$1.51M 0.21%
4,441
+913
96
$1.51M 0.21%
5,260
+189
97
$1.5M 0.21%
20,198
98
$1.49M 0.21%
19,676
99
$1.44M 0.2%
82,897
100
$1.43M 0.2%
42,545
-142
2 3
4
5 6