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
$162M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$2.69M
3
+$2.28M
4
CVX icon
Chevron
CVX
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.5M

Top Sells

1
+$448K
2
+$229K
3
+$34.1K
4
CZR icon
Caesars Entertainment
CZR
+$17.5K

Sector Composition

1 Consumer Discretionary 44.14%
2 Financials 17.2%
3 Real Estate 15.69%
4 Technology 12.21%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 16.06%
2,478,147
2
$25.4M 15.69%
7,037,594
-9,462
3
$20.3M 12.55%
4,820,722
-54,521
4
$18M 11.13%
452,698
-440
5
$15.7M 9.72%
2,488,372
+121,230
6
$12.1M 7.52%
1,327,779
+26,358
7
$10.2M 6.34%
3,213,096
+2,201,221
8
$7.62M 4.72%
1,555,631
+465,888
9
$4.34M 2.69%
1,323,442
-136,709
10
$2.69M 1.66%
+150,455
11
$2.3M 1.43%
834,421
12
$1.56M 0.97%
+10,000
13
$1.5M 0.93%
+7,100
14
$1.19M 0.74%
456,885
15
$441K 0.27%
1,000
16
$339K 0.21%
1,756
+26
17
$233K 0.14%
521
+12
18
$210K 0.13%
800
19
$18.2K 0.01%
+16,206