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
101
$1.41M 0.19%
9,124
+4,473
102
$1.4M 0.19%
31,755
103
$1.39M 0.19%
15,403
+6,442
104
$1.38M 0.19%
35,306
+16,058
105
$1.38M 0.19%
8,229
+4,586
106
$1.38M 0.19%
2,554
-10
107
$1.35M 0.19%
7,867
108
$1.29M 0.18%
12,870
-500
109
$1.28M 0.18%
22,805
+7,365
110
$1.27M 0.18%
24,321
+6
111
$1.27M 0.17%
19,422
+11,154
112
$1.25M 0.17%
31,889
+20,311
113
$1.2M 0.17%
3,000
+428
114
$1.17M 0.16%
24,000
115
$1.17M 0.16%
10,557
+1,951
116
$1.16M 0.16%
37,252
+27,828
117
$1.15M 0.16%
24,532
+5,777
118
$1.15M 0.16%
6,973
-190
119
$1.14M 0.16%
25,494
+7,759
120
$1.14M 0.16%
2,586
+16
121
$1.14M 0.16%
14,500
122
$1.12M 0.15%
22,160
+1,700
123
$1.1M 0.15%
9,130
+3,227
124
$1.08M 0.15%
5,635
+3,148
125
$1.08M 0.15%
62,553
+180
3 4
5
6 7