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
76
$2.49M 0.37%
6,249
77
$2.45M 0.36%
19,135
-1,147
78
$2.4M 0.35%
21,709
+1,683
79
$2.39M 0.35%
14,653
-68
80
$2.31M 0.34%
25,256
-2,700
81
$2.22M 0.33%
22,417
+846
82
$2.19M 0.32%
43,928
-2,002
83
$2.18M 0.32%
13,986
+43
84
$2.18M 0.32%
10,580
-200
85
$2.15M 0.32%
50,025
+28,700
86
$2.14M 0.31%
61,717
-15,159
87
$2.1M 0.31%
18,461
-296
88
$2.09M 0.31%
11,984
+455
89
$2.01M 0.3%
10,511
-90
90
$2.01M 0.3%
17,754
+806
91
$2.01M 0.3%
12,371
-627
92
$1.97M 0.29%
62,300
+37,300
93
$1.96M 0.29%
+56,115
94
$1.95M 0.29%
20,793
-10,231
95
$1.94M 0.29%
17,401
+1,606
96
$1.93M 0.28%
11,622
+446
97
$1.91M 0.28%
12,625
-746
98
$1.9M 0.28%
2,589
-18
99
$1.89M 0.28%
4,491
-100
100
$1.87M 0.27%
75,497
+797
2 3
4
5 6