KWM
Kassira Wealth Management Portfolio holdings
AUM
$104M
1 Year Est. Return
–
AUM
$104M
AUM Growth
–
Holding
53
Top Buys
| 1 | +$9.88M | |
| 2 | +$8.74M | |
| 3 | +$8.17M | |
| 4 |
NVIDIA
NVDA
|
+$7.25M |
| 5 |
Amazon
AMZN
|
+$4.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.15% |
| 2 | Communication Services | 8.7% |
| 3 | Healthcare | 6.03% |
| 4 | Consumer Discretionary | 4.66% |
| 5 | Energy | 4.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Howmet Aerospace
HWM
$81B
| $223K | 0.21% |
+1,134
|
|
||
52
Caterpillar
CAT
$259B
| $219K | 0.21% |
+460
|
|
||
53
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
| $200K | 0.19% |
+3,070
|
|