KWM

Keebeck Wealth Management Portfolio holdings

AUM $846M
1-Year Est. Return 20.33%
This Quarter Est. Return
1 Year Est. Return
+20.33%
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 12.36%
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
126
$1.25M 0.18%
2,942
-51
127
$1.25M 0.18%
15,965
128
$1.2M 0.18%
5,855
-198
129
$1.18M 0.17%
24,000
130
$1.14M 0.17%
60,228
+48
131
$1.12M 0.17%
77,300
-5,800
132
$1.1M 0.16%
+57,148
133
$1.07M 0.16%
6,487
134
$1.07M 0.16%
59,985
-15,412
135
$1.06M 0.16%
34,060
+7,600
136
$1.05M 0.16%
10,033
-1,692
137
$1.02M 0.15%
3,553
-529
138
$1.02M 0.15%
6,459
-80
139
$1.02M 0.15%
44,056
-1,376
140
$1.01M 0.15%
+55,200
141
$957K 0.14%
17,580
142
$882K 0.13%
6,425
-124
143
$860K 0.13%
5,640
144
$847K 0.12%
5,019
145
$826K 0.12%
12,924
+137
146
$824K 0.12%
8,913
+694
147
$808K 0.12%
8,567
148
$805K 0.12%
4,544
149
$787K 0.12%
10,000
+5,000
150
$776K 0.11%
1,076
+63
4 5
6
7 8