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
$183M
AUM Growth
-$376M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$4.67M
2 +$2.1M
3 +$2M
4
SGU icon
Star Group
SGU
+$1.51M
5
PRTS icon
CarParts.com
PRTS
+$872K

Top Sells

1 +$14.4M
2 +$14.2M
3 +$6.69M
4
IFF icon
International Flavors & Fragrances
IFF
+$3.57M
5
AAPL icon
Apple
AAPL
+$1M

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
0
27
-3,979,955