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
$277M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.23M
3
+$2.75M
4
POL
Polished.com Inc.
POL
+$2.63M
5
RLGT icon
Radiant Logistics
RLGT
+$2.09M

Top Sells

1
+$20.9M
2
+$7M
3
+$1.51M
4
IBM icon
IBM
IBM
+$1.09M
5
GORV icon
Lazydays
GORV
+$859K

Sector Composition

1 Consumer Discretionary 81.79%
2 Materials 7.81%
3 Financials 3.46%
4 Utilities 2.71%
5 Energy 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.2M 17.25%
4,505,564
-902
2
$30.6M 10.95%
272,395
+3,878
3
$26.1M 9.36%
3,407,445
+17,106
4
$25.1M 9%
1,665,737
+5,647
5
$22.1M 7.9%
567,548
+336,753
6
$19.6M 7%
1,154,163
+802
7
$17.8M 6.39%
1,096,609
+40,326
8
$17.7M 6.33%
112,584
+16,729
9
$14.7M 5.25%
22,916
-1,342
10
$12.6M 4.52%
474,814
+16,692
11
$9.39M 3.36%
65,761
+19,260
12
$9.23M 3.31%
+1,219,237
13
$7.49M 2.68%
1,147,479
+99,285
14
$4.51M 1.62%
44,481
-14,902
15
$2.09M 0.75%
+327,673
16
$1.5M 0.54%
228,971
+20,240
17
$1.06M 0.38%
109,653
-16,343
18
$1.03M 0.37%
22,577
-9,115
19
$1M 0.36%
7,080
20
$856K 0.31%
378,956
-12,347
21
$824K 0.3%
153,814
-9,876
22
$618K 0.22%
583,539
-75,173
23
$583K 0.21%
+3,870
24
$348K 0.12%
1,000
25
$200K 0.07%
+774
1
2