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
101
$498K 0.2%
1,489
102
$498K 0.2%
3,000
103
$491K 0.19%
2,352
+513
104
$480K 0.19%
7,220
-2,260
105
$451K 0.18%
676
-138
106
$451K 0.18%
1,866
-23
107
$445K 0.18%
7,433
-19,750
108
$436K 0.17%
21,008
-1,856
109
$424K 0.17%
8,495
-5,990
110
$422K 0.17%
28,272
-4,153
111
$420K 0.17%
26,460
-2,767
112
$413K 0.16%
10,468
-700
113
$408K 0.16%
6,180
-101
114
$403K 0.16%
3,483
-407
115
$401K 0.16%
6,639
-57
116
$396K 0.16%
2,666
-160
117
$390K 0.15%
7,656
+1,411
118
$388K 0.15%
1,705
-573
119
$386K 0.15%
+2,550
120
$386K 0.15%
+2,390
121
$384K 0.15%
+6,336
122
$380K 0.15%
2,199
-91
123
$372K 0.15%
6,332
-854
124
$367K 0.14%
4,126
-245
125
$363K 0.14%
+1,188
3 4
5
6 7