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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
1
$24.1M 24.47%
771,977
+2,172
2
$16.9M 17.15%
44,655
+59
3
$6.76M 6.86%
10,105
+457
4
$6.53M 6.62%
29,377
-985
5
$4.28M 4.34%
36,588
-656
6
$2.84M 2.88%
25,712
-241
7
$2.22M 2.25%
23,736
-248
8
$2.17M 2.19%
26,429
-208
9
$2.06M 2.09%
8,087
-754
10
$1.94M 1.97%
25,436
-667
11
$1.76M 1.79%
26,391
-177
12
$1.75M 1.77%
12,392
-110
13
$1.67M 1.69%
16,256
-77
14
$1.41M 1.43%
19,932
-737
15
$1.21M 1.22%
9,208
-116
16
$1.19M 1.21%
6,334
-93
17
$1.12M 1.13%
60,000
18
$1.12M 1.13%
9,921
+3,084
19
$1.11M 1.13%
22,299
-206
20
$1.02M 1.03%
10,305
21
$960K 0.97%
21,488
22
$872K 0.88%
7,280
-344
23
$843K 0.85%
3,250
-87
24
$773K 0.78%
8,849
-85
25
$762K 0.77%
1,037
-107
1
2 3