KMWM

Keudell/Morrison Wealth Management Portfolio holdings

AUM $476M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.9%
2 Healthcare 6.34%
3 Communication Services 4.44%
4 Financials 3.9%
5 Consumer Discretionary 3.68%