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
101
$600K 0.19%
+4,224
102
$599K 0.19%
6,549
+1,412
103
$594K 0.19%
+3,500
104
$581K 0.18%
13,000
-1,135
105
$578K 0.18%
7,097
+1,251
106
$575K 0.18%
+35,060
107
$555K 0.18%
7,030
108
$555K 0.18%
1,881
+914
109
$546K 0.17%
13,935
+7,000
110
$542K 0.17%
6,817
111
$541K 0.17%
8,733
112
$535K 0.17%
+763
113
$528K 0.17%
9,361
-238
114
$506K 0.16%
20,000
-356
115
$493K 0.16%
8,142
+2,530
116
$491K 0.16%
8,117
+1,652
117
$488K 0.15%
+8,306
118
$488K 0.15%
2,887
119
$456K 0.14%
2,806
120
$443K 0.14%
+1,615
121
$441K 0.14%
+4,200
122
$437K 0.14%
+1,080
123
$404K 0.13%
1,512
124
$398K 0.13%
8,106
125
$394K 0.12%
+12,490
3 4
5
6 7