KWM
Keebeck Wealth Management Portfolio holdings
AUM
$763M
This Quarter Return
-5.13%
1 Year Return
+18.42%
3 Year Return
+66.9%
5 Year Return
+118.12%
10 Year Return
–
AUM
$519M
AUM Growth
+$519M
(-0.85%)
Cap. Flow
+$29.6M
Cap. Flow
% of AUM
5.7%
Top 10 Holdings %
Top 10 Hldgs %
33.48%
Holding
246
New
20
Increased
80
Reduced
72
Closed
20
Top Buys
Top Sells
| 1 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$7.13M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.36M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.29M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.19M |
| 5 |
JPMorgan Chase
JPM
|
$848K |
Sector Composition
| 1 | Technology | 7.95% |
| 2 | Consumer Discretionary | 4.44% |
| 3 | Healthcare | 4.13% |
| 4 | Industrials | 3.75% |
| 5 | Financials | 3.39% |
