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
$196M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$5.61M
2 +$2.21M
3 +$1.47M
4
CZR icon
Caesars Entertainment
CZR
+$1.15M
5
INSE icon
Inspired Entertainment
INSE
+$1.04M

Top Sells

1 +$6.12M
2 +$2.97M
3 +$2.57M
4
MO icon
Altria Group
MO
+$2.42M
5
RLGT icon
Radiant Logistics
RLGT
+$1.55M

Sector Composition

1 Consumer Discretionary 61.11%
2 Financials 11.27%
3 Technology 10.59%
4 Industrials 10.43%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,737,801