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
$182M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$471K
3 +$431K
4
VDE icon
Vanguard Energy ETF
VDE
+$377K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$338K

Top Sells

1 +$4.42M
2 +$361K
3 +$277K
4
PNC icon
PNC Financial Services
PNC
+$253K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$243K

Sector Composition

1 Technology 20.47%
2 Healthcare 11.57%
3 Communication Services 10.93%
4 Financials 8.96%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,480