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
$171M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$10.5M
4
TUSK icon
Mammoth Energy Services
TUSK
+$3.23M
5
IBM icon
IBM
IBM
+$2.97M

Top Sells

1
+$17.2M
2
+$15.5M
3
+$11.9M
4
CZR icon
Caesars Entertainment
CZR
+$7.48M
5
CWH icon
Camping World
CWH
+$3.91M

Sector Composition

1 Consumer Discretionary 59.78%
2 Financials 11.42%
3 Technology 10.97%
4 Industrials 9.27%
5 Energy 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-510,996
27
– –
0
28
– –
-24,191
29
– –
-1,655,427
1
2