KPWM
KDK Private Wealth Management Portfolio holdings
AUM
$98.7M
1-Year Est. Return
13.64%
1 Year Est. Return
+13.64%
AUM
$93.6M
AUM Growth
+$5.87M
(+6.7%)
Holding
57
Top Buys
| 1 | +$1.34M | |
| 2 | +$477K | |
| 3 | +$444K | |
| 4 |
Microsoft
MSFT
|
+$251K |
| 5 |
NVIDIA
NVDA
|
+$248K |
Top Sells
| 1 | +$211K | |
| 2 | +$87.4K | |
| 3 | +$82.6K | |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$55.1K |
| 5 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$44.9K |
Sector Composition
| 1 | Energy | 28.75% |
| 2 | Technology | 2.74% |
| 3 | Financials | 1.52% |
| 4 | Communication Services | 0.9% |
| 5 | Real Estate | 0.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kinder Morgan
KMI
$59.8B
| $250K | 0.27% |
8,491
+101
|
|
||
|
52
NVIDIA
NVDA
$4.55T
| $248K | 0.26% |
+1,569
|
|
||
53
Dimensional International Value ETF
DFIV
$14.2B
| $242K | 0.26% |
5,641
|
|
||
54
iShares US Small Cap Equity Factor ETF
SMLF
$2.3B
| $238K | 0.25% |
3,503
|
|
||
55
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $233K | 0.25% |
1,959
+83
|
|
||
56
iShares MBS ETF
MBB
$41.4B
| $223K | 0.24% |
2,375
+71
|
|
||
57
Core Scientific Inc Tranche 1 Warrants
CORZW
$886M
| $129K | 0.14% |
+11,856
|
|