WKWM

Walter & Keenan Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$3.7M
2 +$1.89M
3 +$1.19M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.12M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.06M

Top Sells

1 +$1.85M
2 +$1.48M
3 +$1.23M
4
AAPL icon
Apple
AAPL
+$752K
5
PFE icon
Pfizer
PFE
+$725K

Sector Composition

1 Technology 18.44%
2 Financials 18.27%
3 Healthcare 13.76%
4 Communication Services 7.51%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,000
152
-2,202
153
-8,000
154
-3,322
155
-8,730
156
-449