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
$248M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.39M
3
+$5.54M
4
POWW icon
Outdoor Holding Co
POWW
+$5.21M
5
LUCK
Lucky Strike Entertainment
LUCK
+$4.47M

Top Sells

1
+$14.3M
2
+$10.6M
3
+$8.99M
4
HVT icon
Haverty Furniture Companies
HVT
+$4.75M
5
BTMD icon
Biote Corp
BTMD
+$1.79M

Sector Composition

1 Consumer Discretionary 43.36%
2 Real Estate 19.52%
3 Technology 17.2%
4 Financials 9.77%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HVT icon
26
Haverty Furniture Companies
HVT
$328M
– –
-213,477
MSFT icon
27
Microsoft
MSFT
$3.8T
– –
-521
TSLA icon
28
Tesla
TSLA
$1.43T
– –
-766
BTMD icon
29
Biote Corp
BTMD
$91.9M
– –
-289,803
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