KWM

Kanen Wealth Management Portfolio holdings

AUM $261M
1-Year Est. Return 131.18%
This Quarter Est. Return
1 Year Est. Return
+131.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.23M
3
+$2.75M
4
POL
Polished.com Inc.
POL
+$2.63M
5
RLGT icon
Radiant Logistics
RLGT
+$2.09M

Top Sells

1
+$20.9M
2
+$7M
3
+$1.51M
4
IBM icon
IBM
IBM
+$1.09M
5
GORV icon
Lazydays
GORV
+$859K

Sector Composition

1 Consumer Discretionary 81.79%
2 Materials 7.81%
3 Financials 3.46%
4 Utilities 2.71%
5 Energy 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-48,218
27
– –
-7,746
28
– –
-4,700
29
– –
0
30
– –
-322,254
31
– –
-183,236
32
– –
-2,224,262
1
2