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KPWM

KDK Private Wealth Management Portfolio holdings

AUM $109M
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$343K
3
+$294K
4
NEM icon
Newmont
NEM
+$209K
5
EPD icon
Enterprise Products Partners
EPD
+$68.5K

Top Sells

1
+$317K
2
+$255K
3
+$251K
4
NVDA icon
NVIDIA
NVDA
+$248K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$205K

Sector Composition

1 Energy 27.9%
2 Technology 2.09%
3 Financials 1.27%
4 Real Estate 1.13%
5 Communication Services 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$760K 0.77%
30,906
-22
27
$645K 0.65%
1,628
-28
28
$608K 0.62%
24,589
-648
29
$583K 0.59%
3,299
-32
30
$579K 0.59%
3,729
-345
31
$554K 0.56%
1,732
-30
32
$530K 0.54%
795
+77
33
$508K 0.51%
5,545
-53
34
$395K 0.4%
22,600
-858
35
$382K 0.39%
3,224
-136
36
$373K 0.38%
+5,091
37
$372K 0.38%
7,093
-172
38
$370K 0.38%
5,618
-58
39
$324K 0.33%
24,041
40
$323K 0.33%
1,546
-76
41
$319K 0.32%
5,656
-121
42
$294K 0.3%
992
-103
43
$283K 0.29%
1,495
-60
44
$281K 0.28%
1,300
-25
45
$275K 0.28%
754
46
$272K 0.28%
2,159
-19
47
$268K 0.27%
3,218
-27
48
$260K 0.26%
3,503
49
$260K 0.26%
5,641
50
$252K 0.26%
+2,991
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