KL
KilterHowling LLC Portfolio holdings
AUM
$197M
1-Year Est. Return
14.11%
This Fund
S&P 500
1 Year Est. Return
+14.11%
AUM
$197M
AUM Growth
+$17.7M
(+9.9%)
Holding
52
Top Buys
| 1 | +$6.8M | |
| 2 | +$5.33M | |
| 3 | +$2.98M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.18M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.11M |
Top Sells
| 1 | +$2.87M | |
| 2 | +$1.16M | |
| 3 | +$356K | |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$355K |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$200K |
Sector Composition
| 1 | Technology | 4.73% |
| 2 | Financials | 2.63% |
| 3 | Communication Services | 1.07% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Healthcare | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
WEC Energy
WEC
$36.5B
| $215K | 0.11% |
2,037
+19
|
|
||
|
52
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
| – | – |
-1,670
|
|