KWM
Kanen Wealth Management Portfolio holdings
AUM
$329M
1-Year Est. Return
66.38%
This Fund
S&P 500
1 Year Est. Return
+66.38%
AUM
$299M
AUM Growth
+$37.8M
(+14%)
Holding
32
Top Buys
| 1 | +$6.31M | |
| 2 | +$5.14M | |
| 3 | +$4.48M | |
| 4 |
Outdoor Holding Co
POWW
|
+$3.73M |
| 5 |
Nuveen Floating Rate Income Fund
JFR
|
+$3.11M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$7.48M | |
| 3 | +$5.82M | |
| 4 |
Compass
COMP
|
+$5.75M |
| 5 |
The RealReal
REAL
|
+$3.78M |
Sector Composition
| 1 | Consumer Discretionary | 41.62% |
| 2 | Technology | 26.71% |
| 3 | Real Estate | 12.86% |
| 4 | Industrials | 5.65% |
| 5 | Healthcare | 3.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.51T
| $341K | 0.11% |
766
|
|
||
27
Visa
V
$616B
| $273K | 0.09% |
800
|
|
||
28
Microsoft
MSFT
$2.96T
| $264K | 0.09% |
509
|
|
||
29
Nuveen Real Estate Income Fund
JRS
$239M
| $96.5K | 0.03% |
+11,800
|
|
||
30
SmartRent
SMRT
$297M
| $25.6K | 0.01% |
+18,141
|
|
||
|
NTZ
31
Natuzzi
NTZ
$33.8M
| – | – |
-1,791,446
|
|
||
32
AYTU BioPharma
AYTU
$28.3M
| – | – |
-573,358
|
|