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
101
$1.85M 0.27%
4,490
-82
102
$1.84M 0.27%
17,597
-494
103
$1.8M 0.27%
18,868
-105
104
$1.78M 0.26%
8,255
105
$1.74M 0.26%
45,680
+1,317
106
$1.72M 0.25%
39,669
-3,430
107
$1.71M 0.25%
31,750
108
$1.69M 0.25%
16,766
-4,819
109
$1.67M 0.25%
32,318
-22,794
110
$1.66M 0.24%
46,323
+1,770
111
$1.58M 0.23%
2,602
-27
112
$1.54M 0.23%
7,911
-240
113
$1.52M 0.22%
8,224
+336
114
$1.52M 0.22%
25,159
-299
115
$1.46M 0.21%
14,270
116
$1.41M 0.21%
7,128
+140
117
$1.41M 0.21%
20,100
118
$1.4M 0.21%
18,380
-482
119
$1.4M 0.21%
44,101
+13,059
120
$1.36M 0.2%
14,325
+472
121
$1.34M 0.2%
28,772
-1
122
$1.32M 0.19%
8,680
-299
123
$1.29M 0.19%
30,609
-137
124
$1.29M 0.19%
7,590
-46
125
$1.27M 0.19%
62,313
3 4
5
6 7