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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.6M
3
+$12.2M
4
AAPL icon
Apple
AAPL
+$9.42M
5
GE icon
GE Aerospace
GE
+$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 Change
in Stake 		Capital Flow
26
$930K 0.68%
+10,111
27
$877K 0.64%
+11,325
28
$867K 0.63%
+13,236
29
$853K 0.62%
+2,327
30
$847K 0.62%
+3,082
31
$815K 0.6%
+5,218
32
$800K 0.58%
+21,001
33
$626K 0.46%
+5,986
34
$604K 0.44%
+7,200
35
$582K 0.43%
+7,150
36
$556K 0.41%
+7,346
37
$533K 0.39%
+5,692
38
$467K 0.34%
+836
39
$456K 0.33%
+3,264
40
$446K 0.33%
+15,954
41
$442K 0.32%
+10,060
42
$438K 0.32%
+2,533
43
$436K 0.32%
+1,752
44
$414K 0.3%
+1,543
45
$393K 0.29%
+2,539
46
$367K 0.27%
+388
47
$365K 0.27%
+3,131
48
$354K 0.26%
+1,005
49
$345K 0.25%
+2,060
50
$339K 0.25%
+4,694
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