KOMWMG

Kerntke Otto McGlone Wealth Management Group Portfolio holdings

AUM $126M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.6M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$478K
2 +$388K
3 +$210K
4
NEM icon
Newmont
NEM
+$81.8K
5
WPM icon
Wheaton Precious Metals
WPM
+$45.2K

Sector Composition

1 Technology 11.69%
2 Materials 6.73%
3 Healthcare 2.68%
4 Financials 2.12%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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