KWM
Kingsman Wealth Management Portfolio holdings
AUM $137M
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
64.07%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $17.4M | |
| 2 | $13.6M | |
| 3 | $12.2M | |
| 4 | $9.42M | |
| 5 | $7.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 29.41% |
| 2 | Communication Services | 12.15% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 11.77% |
| 5 | Consumer Discretionary | 9.54% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $930K | 0.68% | 10,111 | New | +$930K | |||
| $877K | 0.64% | 11,325 | New | +$877K | |||
| $867K | 0.63% | 13,236 | New | +$867K | |||
| $853K | 0.62% | 2,327 | New | +$853K | |||
| $847K | 0.62% | 3,082 | New | +$847K | |||
| $815K | 0.6% | 5,218 | New | +$815K | |||
| $800K | 0.58% | 21,001 | New | +$800K | |||
| $626K | 0.46% | 5,986 | New | +$626K | |||
| $604K | 0.44% | 7,200 | New | +$604K | |||
| $582K | 0.43% | 7,150 | New | +$582K | |||
| $556K | 0.41% | 7,346 | New | +$556K | |||
| $533K | 0.39% | 5,692 | New | +$533K | |||
| $467K | 0.34% | 836 | New | +$467K | |||
| $456K | 0.33% | 3,264 | New | +$456K | |||
| $446K | 0.33% | 15,954 | New | +$446K | |||
| $442K | 0.32% | 10,060 | New | +$442K | |||
| $438K | 0.32% | 2,533 | New | +$438K | |||
| $436K | 0.32% | 1,752 | New | +$436K | |||
| $414K | 0.3% | 1,543 | New | +$414K | |||
| $393K | 0.29% | 2,539 | New | +$393K | |||
| $367K | 0.27% | 388 | New | +$367K | |||
| $365K | 0.27% | 3,131 | New | +$365K | |||
| $354K | 0.26% | 1,005 | New | +$354K | |||
| $345K | 0.25% | 2,060 | New | +$345K | |||
| $339K | 0.25% | 4,694 | New | +$339K |
