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
126
$391K 0.12%
+23,300
127
$377K 0.12%
4,096
128
$374K 0.12%
+11,245
129
$366K 0.12%
1,835
-38
130
$360K 0.11%
2,060
+200
131
$358K 0.11%
7,531
-41,208
132
$346K 0.11%
+7,000
133
$342K 0.11%
4,840
134
$321K 0.1%
2,500
135
$320K 0.1%
1,358
136
$320K 0.1%
+3,265
137
$319K 0.1%
3,641
-186
138
$312K 0.1%
11,421
-2,141
139
$309K 0.1%
4,215
-18,970
140
$307K 0.1%
1,510
-800
141
$303K 0.1%
2,516
-1,134
142
$301K 0.1%
+10,000
143
$283K 0.09%
2,517
+203
144
$278K 0.09%
+29,760
145
$278K 0.09%
+1,100
146
$269K 0.09%
743
147
$235K 0.07%
+716
148
$232K 0.07%
4,118
-592
149
$231K 0.07%
1,295
-888
150
$226K 0.07%
+2,345
4 5
6
7 8