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
$289M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$5.91M
2 +$2.78M
3 +$2.2M
4
GORV icon
Lazydays
GORV
+$2.19M
5
CWH icon
Camping World
CWH
+$2.17M

Top Sells

1 +$17.7M
2 +$3.89M
3 +$1.21M
4
PVG
PRETIUM RESOURCES INC.
PVG
+$1.06M
5
GNE icon
Genie Energy
GNE
+$955K

Sector Composition

1 Consumer Discretionary 84.04%
2 Financials 4.19%
3 Industrials 2.87%
4 Energy 2.17%
5 Utilities 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-112,584
27
-109,653