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
201
$67K 0.02%
+582
202
$66K 0.02%
1,225
-4,527
203
$64K 0.02%
+1,255
204
$60K 0.02%
+324
205
$60K 0.02%
+2,595
206
$60K 0.02%
+1,149
207
$59K 0.02%
+629
208
$57K 0.02%
+618
209
$57K 0.02%
+5,000
210
$56K 0.02%
+540
211
$53K 0.02%
+1,330
212
$53K 0.02%
+481
213
$52K 0.02%
+374
214
$51K 0.02%
+1,060
215
$50K 0.02%
+656
216
$50K 0.02%
+1,800
217
$50K 0.02%
+251
218
$50K 0.02%
1,345
-7,014
219
$49K 0.02%
+972
220
$48K 0.02%
+8,000
221
$48K 0.02%
+1,500
222
$47K 0.01%
+10,000
223
$47K 0.01%
+372
224
$47K 0.01%
+5,000
225
$47K 0.01%
+1,262
7 8
9
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