AWM
KOMP icon

Austin Wealth Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Austin Wealth Management’s Portfolio KOMP Stock Details KOMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Sell
32,891
-5,904
-15% -$369K 0.45% 39
2025
Q4 		$2.48M Buy
38,795
+2,027
+6% +$126K 0.37% 48
2025
Q3 		$2.31M Sell
36,768
-945
-3% -$54.6K 0.36% 48
2025
Q2 		$2.1M Sell
37,713
-1,476
-4% -$72.1K 0.37% 46
2025
Q1 		$1.81M Buy
39,189
+1,954
+5% +$99.8K 0.36% 46
2024
Q4 		$1.95M Buy
37,235
+2,406
+7% +$124K 0.41% 42
2024
Q3 		$1.69M Buy
34,829
+83
+0.2% +$3.94K 0.37% 44
2024
Q2 		$1.66M Sell
34,746
-877
-2% -$40.6K 0.39% 45
2024
Q1 		$1.7M Buy
35,623
+1,676
+5% +$76.4K 0.42% 41
2023
Q4 		$1.57M Sell
33,947
-4,242
-11% -$174K 0.42% 42
2023
Q3 		$1.58M Buy
+38,189
New +$1.66M 0.49% 42

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MWA
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Morgan Stanley
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Baird Financial Group
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SPFSPD
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return