WKWM

Walter & Keenan Wealth Management Portfolio holdings

AUM $361M
1-Year Est. Return 20.56%
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$18.3M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$13.5M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.4M

Top Sells

1
+$7.61M
2
+$6.18M
3
+$5.56M
4
PG icon
Procter & Gamble
PG
+$5.46M
5
NTRS icon
Northern Trust
NTRS
+$5.25M

Sector Composition

1 Healthcare 24.84%
2 Financials 19.34%
3 Technology 13.08%
4 Consumer Discretionary 8.87%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
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