KWM

Kingsman Wealth Management Portfolio holdings

AUM $185M
1-Year Est. Return 40.46%
This Quarter Est. Return
1 Year Est. Return
+40.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.86M
3
+$1.77M
4
GS icon
Goldman Sachs
GS
+$1.7M
5
LLY icon
Eli Lilly
LLY
+$1.34M

Top Sells

1
+$2.28M
2
+$1.64M
3
+$1.28M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.12M
5
NVDA icon
NVIDIA
NVDA
+$863K

Sector Composition

1 Technology 36.36%
2 Industrials 16.13%
3 Communication Services 10.49%
4 Financials 9.84%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.56T
$29.4M 15.92%
157,853
-4,630
AMZN icon
2
Amazon
AMZN
$2.56T
$15.8M 8.56%
68,552
+261
META icon
3
Meta Platforms (Facebook)
META
$1.66T
$13M 7.01%
19,629
-3,447
GE icon
4
GE Aerospace
GE
$310B
$12.6M 6.84%
41,059
+1,212
PLTR icon
5
Palantir
PLTR
$404B
$10.8M 5.85%
60,822
+2,148
AAPL icon
6
Apple
AAPL
$3.65T
$9.2M 4.98%
33,846
+2,862
WMT icon
7
Walmart Inc
WMT
$938B
$7.56M 4.09%
67,898
+5,477
IYW icon
8
iShares US Technology ETF
IYW
$20.9B
$7.13M 3.86%
35,704
+4,967
MSFT icon
9
Microsoft
MSFT
$3.46T
$6.76M 3.66%
13,981
-1,722
HWM icon
10
Howmet Aerospace
HWM
$86.5B
$6.71M 3.63%
32,746
+4,735
GS icon
11
Goldman Sachs
GS
$276B
$6.58M 3.56%
7,484
+1,933
AVGO icon
12
Broadcom
AVGO
$1.52T
$5.96M 3.22%
17,225
+5,378
RTX icon
13
RTX Corp
RTX
$263B
$5.27M 2.85%
28,708
+11,038
COST icon
14
Costco
COST
$436B
$4.64M 2.51%
5,377
-1,897
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$3.96T
$3.91M 2.12%
12,502
+5,649
C icon
16
Citigroup
C
$198B
$3.12M 1.69%
26,746
+8,863
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.03T
$2.29M 1.24%
4,565
+174
MA icon
18
Mastercard
MA
$471B
$2.14M 1.16%
3,755
+38
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.96T
$2.13M 1.15%
6,791
+971
LLY icon
20
Eli Lilly
LLY
$953B
$1.91M 1.03%
1,780
+1,243
VRT icon
21
Vertiv
VRT
$69.8B
$1.83M 0.99%
11,323
+4,376
ISRG icon
22
Intuitive Surgical
ISRG
$186B
$1.42M 0.77%
2,511
-109
JPM icon
23
JPMorgan Chase
JPM
$803B
$1.3M 0.7%
4,038
+165
UBER icon
24
Uber
UBER
$171B
$1.19M 0.65%
14,617
-8,375
VTI icon
25
Vanguard Total Stock Market ETF
VTI
$580B
$1.04M 0.56%
3,108
+17
1
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