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
$121M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$264K
2 +$198K
3 +$108K
4
MO icon
Altria Group
MO
+$88K
5
KO icon
Coca-Cola
KO
+$86.9K

Sector Composition

1 Technology 15.34%
2 Communication Services 13.05%
3 Healthcare 11.92%
4 Financials 10.38%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$11K 0.01%
11,705
-7,370
152
-3,654