KWM

Kingsman Wealth Management Portfolio holdings

AUM $180M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.96M
2 +$2.8M
3 +$1.82M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.12M

Top Sells

1 +$2.56M
2 +$2.38M
3 +$1.97M
4
EQT icon
EQT Corp
EQT
+$1.5M
5
CRWD icon
CrowdStrike
CRWD
+$1.4M

Sector Composition

1 Technology 37.44%
2 Industrials 13.9%
3 Communication Services 11.93%
4 Consumer Discretionary 9.73%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.39T
$30.3M 16.87%
162,483
+1,421
META icon
2
Meta Platforms (Facebook)
META
$1.84T
$16.9M 9.43%
23,076
-930
AMZN icon
3
Amazon
AMZN
$2.32T
$15M 8.35%
68,291
+2,155
GE icon
4
GE Aerospace
GE
$316B
$12M 6.67%
39,847
+587
PLTR icon
5
Palantir
PLTR
$416B
$10.7M 5.96%
58,674
+4,981
MSFT icon
6
Microsoft
MSFT
$3.87T
$8.13M 4.53%
15,703
+2,647
AAPL icon
7
Apple
AAPL
$3.84T
$7.89M 4.39%
30,984
+4,082
COST icon
8
Costco
COST
$419B
$6.73M 3.75%
7,274
-1,187
WMT icon
9
Walmart
WMT
$854B
$6.43M 3.58%
62,421
+4,046
IYW icon
10
iShares US Technology ETF
IYW
$22.2B
$6.02M 3.35%
30,737
+3,388
HWM icon
11
Howmet Aerospace
HWM
$77.1B
$5.5M 3.06%
28,011
-12,133
GS icon
12
Goldman Sachs
GS
$230B
$4.42M 2.46%
5,551
+1,092
AVGO icon
13
Broadcom
AVGO
$1.61T
$3.91M 2.18%
11,847
+8,477
RTX icon
14
RTX Corp
RTX
$238B
$2.96M 1.65%
+17,670
BSX icon
15
Boston Scientific
BSX
$154B
$2.37M 1.32%
24,291
-9,142
UBER icon
16
Uber
UBER
$192B
$2.25M 1.25%
22,992
-1,200
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.21M 1.23%
4,391
+10
MA icon
18
Mastercard
MA
$517B
$2.11M 1.18%
3,717
-1,013
C icon
19
Citigroup
C
$172B
$1.82M 1.01%
+17,883
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$3.04T
$1.67M 0.93%
6,853
+4,215
ORCL icon
21
Oracle
ORCL
$777B
$1.52M 0.85%
5,418
+2,759
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.05T
$1.42M 0.79%
5,820
+477
HD icon
23
Home Depot
HD
$387B
$1.37M 0.76%
3,376
+1,899
JPM icon
24
JPMorgan Chase
JPM
$801B
$1.22M 0.68%
3,873
-154
ISRG icon
25
Intuitive Surgical
ISRG
$189B
$1.17M 0.65%
2,620
-118