WKWM
Walter & Keenan Wealth Management Portfolio holdings
AUM
$344M
1-Year Return
18.33%
This Quarter Return
+2.75%
1 Year Return
+18.33%
3 Year Return
+70.22%
5 Year Return
+121.2%
10 Year Return
+255.89%
AUM
$264M
AUM Growth
+$36.5M
(+16%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
11.95%
Top 10 Holdings %
Top 10 Hldgs %
28.72%
Holding
159
New
12
Increased
66
Reduced
23
Closed
3
Top Buys
| 1 |
Vanguard International High Dividend Yield ETF
VYMI
|
$3.3M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$3.07M |
| 3 |
RTX Corp
RTX
|
$2.35M |
| 4 |
Intel
INTC
|
$1.13M |
| 5 |
Verizon
VZ
|
$877K |
Top Sells
Sector Composition
| 1 | Financials | 15.93% |
| 2 | Technology | 15.91% |
| 3 | Healthcare | 14.77% |
| 4 | Communication Services | 11.64% |
| 5 | Consumer Staples | 9.01% |
