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
$247M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.08M
3
+$5.92M
4
CSCO icon
Cisco
CSCO
+$5.29M
5
VZ icon
Verizon
VZ
+$5.23M

Top Sells

1
+$45.5M
2
+$19.5M
3
+$18.4M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$14.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M

Sector Composition

1 Technology 19.25%
2 Healthcare 16.41%
3 Financials 13.72%
4 Communication Services 12.35%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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