KWM

Kanen Wealth Management Portfolio holdings

AUM $329M
1-Year Est. Return 66.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$376M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$7.59M
2 +$2.22M
3 +$1.99M
4
SGU icon
Star Group
SGU
+$1.7M
5
PRTS icon
CarParts.com
PRTS
+$917K

Top Sells

1 +$20.9M
2 +$14.2M
3 +$6.69M
4
IFF icon
International Flavors & Fragrances
IFF
+$3.57M
5
CWH icon
Camping World
CWH
+$1.16M

Sector Composition

1 Consumer Discretionary 74.92%
2 Financials 10.64%
3 Industrials 6.92%
4 Technology 2.37%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-27,454
27
-991,507