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
$728M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.23M
3
+$5.11M
4
VLO icon
Valero Energy
VLO
+$3.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.56M

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.14M
4
INTC icon
Intel
INTC
+$811K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$621K

Sector Composition

1 Technology 10.22%
2 Healthcare 4.7%
3 Financials 4.03%
4 Industrials 3.87%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$524K 0.07%
3,725
-185
177
$519K 0.07%
7,703
+4,220
178
$519K 0.07%
10,068
-693
179
$513K 0.07%
13,605
-120
180
$505K 0.07%
8,740
181
$502K 0.07%
+8,854
182
$494K 0.07%
946
183
$490K 0.07%
1,992
184
$481K 0.07%
3,862
185
$471K 0.06%
2,132
186
$461K 0.06%
4,348
+804
187
$456K 0.06%
12,540
188
$447K 0.06%
1,003
-12
189
$442K 0.06%
3,713
190
$430K 0.06%
5,524
191
$429K 0.06%
2,523
192
$423K 0.06%
+8,695
193
$411K 0.06%
3,047
+35
194
$402K 0.06%
+100,000
195
$398K 0.05%
+23,078
196
$394K 0.05%
1,717
197
$393K 0.05%
2,490
-26
198
$389K 0.05%
+3,272
199
$386K 0.05%
24,182
-2,009
200
$381K 0.05%
+25,000
6 7
8
9 10