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KWM
Kingsman Wealth Management Portfolio holdings
AUM
$178M
1-Year Est. Return
40.67%
This Fund
S&P 500
1 Year Est. Return
+40.67%
AUM
$178M
AUM Growth
-$6.72M
(-3.6%)
Holding
78
Top Buys
| 1 | +$2.91M | |
| 2 | +$2.39M | |
| 3 | +$1.94M | |
| 4 |
Boeing
BA
|
+$1.74M |
| 5 |
GE Vernova
GEV
|
+$1.53M |
Top Sells
| 1 | +$4.15M | |
| 2 | +$2.14M | |
| 3 | +$1.7M | |
| 4 |
Costco
COST
|
+$1.39M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.29M |
Sector Composition
| 1 | Technology | 31.85% |
| 2 | Industrials | 21.12% |
| 3 | Communication Services | 9.94% |
| 4 | Consumer Discretionary | 8.94% |
| 5 | Financials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.05T
| $27M | 15.18% |
155,069
-2,784
|
|
||
2
Amazon
AMZN
$2.64T
| $13.2M | 7.43% |
63,566
-4,986
|
|
||
3
GE Aerospace
GE
$336B
| $11.7M | 6.56% |
41,197
+138
|
|
||
|
4
Meta Platforms (Facebook)
META
$1.49T
| $10.1M | 5.66% |
17,622
-2,007
|
|
||
5
Apple
AAPL
$4.43T
| $9M | 5.05% |
35,449
+1,603
|
|
||
6
Howmet Aerospace
HWM
$98.6B
| $8.61M | 4.83% |
37,372
+4,626
|
|
||
7
Walmart Inc
WMT
$954B
| $8.49M | 4.77% |
68,330
+432
|
|
||
8
RTX Corp
RTX
$241B
| $7.86M | 4.41% |
40,739
+12,031
|
|
||
9
Palantir
PLTR
$327B
| $7.71M | 4.33% |
52,718
-8,104
|
|
||
10
Goldman Sachs
GS
$308B
| $6.25M | 3.51% |
7,385
-99
|
|
||
11
iShares US Technology ETF
IYW
$24.4B
| $6.11M | 3.43% |
33,665
-2,039
|
|
||
12
Alphabet (Google) Class A
GOOGL
$4.43T
| $4.91M | 2.75% |
17,071
+4,569
|
|
||
13
Broadcom
AVGO
$1.88T
| $4.73M | 2.65% |
15,273
-1,952
|
|
||
|
14
Costco
COST
$432B
| $3.94M | 2.21% |
3,950
-1,427
|
|
||
15
Johnson & Johnson
JNJ
$559B
| $3.53M | 1.98% |
14,451
+12,493
|
|
||
|
16
GE Vernova
GEV
$251B
| $2.91M | 1.63% |
3,338
+1,958
|
|
||
17
Citigroup
C
$227B
| $2.41M | 1.35% |
21,215
-5,531
|
|
||
|
18
Boeing
BA
$170B
| $2.35M | 1.32% |
11,822
+7,633
|
|
||
|
19
Alphabet (Google) Class C
GOOG
$4.4T
| $2.32M | 1.3% |
8,081
+1,290
|
|
||
20
Berkshire Hathaway Class B
BRK.B
$1.05T
| $2.2M | 1.24% |
4,598
+33
|
|
||
21
Ross Stores
ROST
$73B
| $2.11M | 1.19% |
+9,750
|
|
||
22
TSMC
TSM
$2.21T
| $1.87M | 1.05% |
5,542
+2,550
|
|
||
23
Putnam Focused Large Cap Value ETF
PVAL
$11.2B
| $1.85M | 1.04% |
39,810
+21,216
|
|
||
24
Eli Lilly
LLY
$1.02T
| $1.76M | 0.99% |
1,910
+130
|
|
||
25
Microsoft
MSFT
$3.06T
| $1.5M | 0.84% |
4,064
-9,917
|
|