KWM

Kanen Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 155.6%
This Quarter Est. Return
1 Year Est. Return
+155.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.39M
3
+$5.54M
4
POWW icon
Outdoor Holding Co
POWW
+$5.21M
5
LUCK
Lucky Strike Entertainment
LUCK
+$4.47M

Top Sells

1
+$14.3M
2
+$10.6M
3
+$8.99M
4
HVT icon
Haverty Furniture Companies
HVT
+$4.75M
5
BTMD icon
Biote Corp
BTMD
+$1.79M

Sector Composition

1 Consumer Discretionary 43.36%
2 Real Estate 19.52%
3 Technology 17.2%
4 Financials 9.77%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.4M 19.52%
5,549,155
-1,212,200
2
$32.4M 13.07%
3,090,043
+724,683
3
$23.4M 9.43%
1,590,577
-610,770
4
$21.6M 8.71%
3,785,677
+969,802
5
$20.1M 8.1%
3,729,963
-2,644,895
6
$18.9M 7.63%
2,006,017
+676,988
7
$14.1M 5.7%
4,795,575
-10,989
8
$12.9M 5.19%
2,656,420
-3,403
9
$9.42M 3.8%
376,760
-1,742
10
$7.74M 3.12%
1,763,136
+96,890
11
$7.16M 2.88%
585,101
+311,979
12
$6.92M 2.79%
2,969,541
+1,544,529
13
$5.21M 2.1%
+3,778,270
14
$4.55M 1.83%
600,000
15
$4.47M 1.8%
+457,640
16
$3.66M 1.48%
367,219
+137,994
17
$2.06M 0.83%
839,421
18
$1.58M 0.64%
7,100
19
$1.45M 0.58%
+363,718
20
$813K 0.33%
+499,070
21
$548K 0.22%
1,000
22
$374K 0.15%
1,965
+134
23
$280K 0.11%
800
24
– –
-289,803
25
– –
-95,435
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