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
$332M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$4.62M
2 +$548K
3 +$333K
4
AMZN icon
Amazon
AMZN
+$332K
5
MSFT icon
Microsoft
MSFT
+$302K

Sector Composition

1 Financials 18.95%
2 Technology 17.18%
3 Healthcare 15.01%
4 Consumer Staples 7.33%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MINT icon
151
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
-5,000
NKE icon
152
Nike
NKE
$99.6B
-3,125
USMV icon
153
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
-2,385