KMWM

Keudell/Morrison Wealth Management Portfolio holdings

AUM $451M
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$10.8M
3
+$1.42M
4
UPST icon
Upstart Holdings
UPST
+$386K
5
XYZ
Block Inc
XYZ
+$386K

Top Sells

1
+$43.9M
2
+$6.55M
3
+$4.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.18M
5
T icon
AT&T
T
+$585K

Sector Composition

1 Technology 16.74%
2 Healthcare 9.58%
3 Communication Services 7.36%
4 Financials 6.51%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.49%
95,169
-675
52
$1.23M 0.49%
5,956
+25
53
$1.21M 0.48%
2,134
-113
54
$1.15M 0.46%
22,911
-4,704
55
$1.15M 0.45%
25,818
+7,041
56
$1.14M 0.45%
4,136
-76
57
$1.09M 0.43%
17,530
+4,131
58
$1.04M 0.41%
34,482
-1,299
59
$996K 0.39%
8,125
+200
60
$996K 0.39%
3,400
61
$957K 0.38%
10,973
+113
62
$956K 0.38%
4,482
-280
63
$947K 0.37%
16,244
-2,196
64
$903K 0.36%
8,607
-300
65
$900K 0.36%
4,775
-155
66
$893K 0.35%
6,344
+19
67
$831K 0.33%
15,711
-562
68
$822K 0.32%
3,368
-206
69
$811K 0.32%
3,603
+518
70
$805K 0.32%
4,633
-691
71
$800K 0.32%
3,734
-185
72
$786K 0.31%
13,274
-1,170
73
$782K 0.31%
16,294
-992
74
$776K 0.31%
5,000
+373
75
$748K 0.3%
3,715
+100
1 2
3
4 5