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
151
$274K 0.11%
637
-127
152
$269K 0.11%
6,456
-42
153
$263K 0.1%
17,078
-683
154
$262K 0.1%
+7,200
155
$261K 0.1%
1,254
+45
156
$258K 0.1%
7,894
-10,690
157
$253K 0.1%
+6,485
158
$252K 0.1%
+12,511
159
$251K 0.1%
3,490
-770
160
$250K 0.1%
9,378
-492
161
$247K 0.1%
+15,369
162
$247K 0.1%
1,534
-182
163
$241K 0.1%
+2,546
164
$239K 0.09%
1,804
-1,540
165
$235K 0.09%
1,414
+50
166
$235K 0.09%
4,272
-346
167
$234K 0.09%
+2,817
168
$232K 0.09%
+8,625
169
$230K 0.09%
2,035
-866
170
$227K 0.09%
2,192
-93
171
$225K 0.09%
639
+561
172
$222K 0.09%
+9,123
173
$222K 0.09%
1,000
174
$221K 0.09%
+1,316
175
$220K 0.09%
931
-176
4 5 6
7
8