KWM

Kanen Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 155.6%
This Quarter Est. Return
1 Year Est. Return
+155.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$18.5M
3
+$9.1M
4
GNE icon
Genie Energy
GNE
+$6.62M
5
CVX icon
Chevron
CVX
+$6.22M

Top Sells

1
+$12M
2
+$4.64M
3
+$1.72M
4
PRTS icon
CarParts.com
PRTS
+$1.45M
5
MO icon
Altria Group
MO
+$1.35M

Sector Composition

1 Consumer Discretionary 53.76%
2 Materials 5.33%
3 Communication Services 1.6%
4 Utilities 1.51%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$365K 0.08%
1,000
27
$298K 0.07%
+4,700
28
– –
-101,392
29
– –
-1,460
30
– –
0
31
– –
-40
32
– –
-29,259
1
2