KWM
Kanen Wealth Management Portfolio holdings
AUM
$299M
1-Year Est. Return
155.6%
1 Year Est. Return
+155.6%
AUM
$261M
AUM Growth
+$13.2M
(+5.3%)
Holding
28
Top Buys
| 1 | +$6.35M | |
| 2 | +$6.29M | |
| 3 | +$4.69M | |
| 4 |
Caesars Entertainment
CZR
|
+$3.59M |
| 5 |
Inspired Entertainment
INSE
|
+$3.13M |
Top Sells
| 1 | +$10.4M | |
| 2 | +$4.47M | |
| 3 | +$1.86M | |
| 4 |
DPG
Duff & Phelps Utility and Infrastructure Fund
DPG
|
+$1.02M |
| 5 |
The ONE Group
STKS
|
+$487K |
Sector Composition
| 1 | Consumer Discretionary | 45.14% |
| 2 | Technology | 24.68% |
| 3 | Real Estate | 13.3% |
| 4 | Financials | 5.24% |
| 5 | Industrials | 4.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Microsoft
MSFT
$3.79T
| $253K | 0.1% |
+509
|
|
||
27
Tesla
TSLA
$1.34T
| $243K | 0.09% |
+766
|
|
||
|
LUCK
28
Lucky Strike Entertainment
LUCK
$1.13B
| – | – |
-457,640
|
|