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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
51
$247K 0.25%
8,878
-465
52
$237K 0.24%
6,250
-8,350
53
$234K 0.24%
1,960
+1
54
$226K 0.23%
2,376
+1
55
$213K 0.22%
7,527
-964
56
– –
-14,926
57
– –
-11,856
58
– –
-504
59
– –
-1,569
1 2
3