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
$261M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$5.38M
3
+$5.34M
4
CZR icon
Caesars Entertainment
CZR
+$3.43M
5
INSE icon
Inspired Entertainment
INSE
+$2.97M

Top Sells

1
+$10.8M
2
+$4.47M
3
+$2.05M
4
DPG
Duff & Phelps Utility and Infrastructure Fund
DPG
+$999K
5
STKS icon
The ONE Group
STKS
+$418K

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
$253K 0.1%
+509
27
$243K 0.09%
+766
28
– –
-457,640
1
2