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
$606M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.32M
3
+$3.96M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.06M
5
IYW icon
iShares US Technology ETF
IYW
+$2.64M

Top Sells

1
+$22.1M
2
+$20.4M
3
+$4.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.35M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.81M

Sector Composition

1 Technology 13.18%
2 Financials 6.35%
3 Healthcare 6.35%
4 Industrials 4.77%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$365K 0.06%
+1,538
202
$359K 0.06%
6,275
-3,305
203
$353K 0.06%
10,925
+906
204
$353K 0.06%
1,667
-5,367
205
$344K 0.06%
2,234
206
$338K 0.06%
1,782
-46
207
$336K 0.06%
564
+96
208
$336K 0.06%
+6,113
209
$333K 0.06%
+5,000
210
$330K 0.05%
2,500
211
$329K 0.05%
3,293
+187
212
$329K 0.05%
853
+24
213
$320K 0.05%
4,640
+579
214
$312K 0.05%
827
+15
215
$311K 0.05%
1,620
216
$311K 0.05%
1,917
217
$310K 0.05%
496
+47
218
$310K 0.05%
50,000
219
$310K 0.05%
2,000
220
$306K 0.05%
+2,078
221
$306K 0.05%
1,794
222
$302K 0.05%
11,110
-8,310
223
$302K 0.05%
5,850
224
$301K 0.05%
+9,575
225
$301K 0.05%
7,502
-1,793
7 8
9
10 11