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

Top Buys

1
+$7.48M
2
+$6.79M
3
+$6.51M
4
POWW icon
Outdoor Holding Co
POWW
+$5.86M
5
LUCK
Lucky Strike Entertainment
LUCK
+$4.8M

Top Sells

1
+$20.1M
2
+$9.6M
3
+$8.06M
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
26
– –
-456,885
27
– –
-213,477
28
– –
-521
29
– –
-766
1
2