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
$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
151
$223K 0.07%
+1,285
152
$222K 0.07%
+2,550
153
$221K 0.07%
4,019
+175
154
$214K 0.07%
+20,000
155
$210K 0.07%
1,063
-1,125
156
$196K 0.06%
+7,057
157
$185K 0.06%
+1,751
158
$184K 0.06%
+2,393
159
$184K 0.06%
+5,409
160
$179K 0.06%
+499
161
$177K 0.06%
+5,721
162
$175K 0.06%
+2,000
163
$164K 0.05%
+952
164
$158K 0.05%
+2,010
165
$153K 0.05%
+352
166
$149K 0.05%
+1,000
167
$145K 0.05%
+3,440
168
$143K 0.05%
+5,600
169
$143K 0.05%
+1,890
170
$139K 0.04%
+2,521
171
$138K 0.04%
+1,299
172
$135K 0.04%
+784
173
$131K 0.04%
+997
174
$130K 0.04%
+2,408
175
$129K 0.04%
+2,150
5 6
7
8 9