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
$620M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.29M
3
+$2.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.33M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M

Top Sells

1
+$3.24M
2
+$3.16M
3
+$2.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
RF icon
Regions Financial
RF
+$1.48M

Sector Composition

1 Technology 9.1%
2 Healthcare 4.33%
3 Industrials 3.76%
4 Financials 3.72%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$410K 0.07%
4,426
-853
177
$403K 0.07%
14,919
-20,988
178
$402K 0.06%
1,015
+12
179
$396K 0.06%
5,931
-1,489
180
$396K 0.06%
+5,326
181
$395K 0.06%
+4,418
182
$389K 0.06%
2,531
+24
183
$383K 0.06%
2,516
+561
184
$379K 0.06%
+2,487
185
$374K 0.06%
3,544
+146
186
$372K 0.06%
+11,578
187
$372K 0.06%
1,717
188
$367K 0.06%
2,505
189
$366K 0.06%
19,009
-3,490
190
$366K 0.06%
1,513
+42
191
$364K 0.06%
5,253
+1,524
192
$362K 0.06%
+4,193
193
$357K 0.06%
8,171
-17,418
194
$355K 0.06%
9,195
+2,540
195
$349K 0.06%
8,648
-136
196
$345K 0.06%
3,713
+111
197
$343K 0.06%
4,924
-1,319
198
$339K 0.05%
2,234
199
$339K 0.05%
+13,974
200
$331K 0.05%
10,019
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8
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