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
76
$2.11M 0.35%
7,667
-531
77
$2.11M 0.35%
6,249
+37
78
$2.1M 0.35%
45,546
-7,348
79
$2.08M 0.34%
+11,950
80
$2.06M 0.34%
18,757
-156
81
$2.06M 0.34%
10,780
+475
82
$1.95M 0.32%
5,501
+241
83
$1.95M 0.32%
13,943
-825
84
$1.93M 0.32%
16,948
+3,542
85
$1.91M 0.31%
18,091
-11,407
86
$1.9M 0.31%
12,998
-223
87
$1.87M 0.31%
11,529
+2,412
88
$1.87M 0.31%
13,371
+603
89
$1.84M 0.3%
21,571
+4,451
90
$1.84M 0.3%
4,572
-281
91
$1.81M 0.3%
11,176
+1,078
92
$1.8M 0.3%
74,700
+23,744
93
$1.78M 0.29%
8,255
-110
94
$1.76M 0.29%
2,607
+147
95
$1.75M 0.29%
10,601
-33
96
$1.75M 0.29%
27,956
+5,723
97
$1.74M 0.29%
43,099
+3,555
98
$1.73M 0.28%
15,795
+3,303
99
$1.66M 0.27%
+26,460
100
$1.66M 0.27%
18,973
-577
2 3
4
5 6