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
176
$123K 0.04%
+5,000
177
$119K 0.04%
+704
178
$117K 0.04%
+395
179
$117K 0.04%
+1,000
180
$116K 0.04%
+383
181
$108K 0.03%
+1,875
182
$105K 0.03%
+2,846
183
$97K 0.03%
3,000
-15,602
184
$95K 0.03%
2,176
-18,466
185
$86K 0.03%
+2,523
186
$85K 0.03%
+2,739
187
$84K 0.03%
+2,650
188
$84K 0.03%
+1,225
189
$84K 0.03%
+1,170
190
$82K 0.03%
+523
191
$79K 0.03%
+874
192
$79K 0.03%
+5,000
193
$77K 0.02%
1,998
-13,395
194
$73K 0.02%
+810
195
$71K 0.02%
+4,730
196
$70K 0.02%
+2,112
197
$69K 0.02%
+965
198
$68K 0.02%
+481
199
$68K 0.02%
+500
200
$67K 0.02%
+370
6 7
8
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