KWM
Kanen Wealth Management Portfolio holdings
AUM
$299M
1-Year Est. Return
155.6%
1 Year Est. Return
+155.6%
AUM
$299M
AUM Growth
+$37.8M
(+14%)
Holding
32
Top Buys
| 1 | +$6.42M | |
| 2 | +$4.81M | |
| 3 | +$4.12M | |
| 4 |
LoveSac
LOVE
|
+$4.02M |
| 5 |
Nuveen Floating Rate Income Fund
JFR
|
+$3.02M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$8.9M | |
| 3 | +$5.82M | |
| 4 |
Compass
COMP
|
+$5.66M |
| 5 |
The RealReal
REAL
|
+$5.44M |
Sector Composition
| 1 | Consumer Discretionary | 41.62% |
| 2 | Technology | 26.71% |
| 3 | Real Estate | 12.86% |
| 4 | Industrials | 5.65% |
| 5 | Healthcare | 3.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.41T
| $341K | 0.11% |
766
|
|
||
27
Visa
V
$640B
| $273K | 0.09% |
800
|
|
||
28
Microsoft
MSFT
$3.66T
| $264K | 0.09% |
509
|
|
||
29
Nuveen Real Estate Income Fund
JRS
$226M
| $96.5K | 0.03% |
+11,800
|
|
||
30
SmartRent
SMRT
$322M
| $25.6K | 0.01% |
+18,141
|
|
||
31
AYTU BioPharma
AYTU
$21.2M
| – | – |
-573,358
|
|
||
|
NTZ
32
Natuzzi
NTZ
$27M
| – | – |
-1,791,446
|
|