KWM

Kingsman Wealth Management Portfolio holdings

AUM $185M
1-Year Est. Return 40.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.28M
3
+$1.51M
4
CRWD icon
CrowdStrike
CRWD
+$1.04M
5
UBER icon
Uber
UBER
+$891K

Top Sells

1
+$3.13M
2
+$2.83M
3
+$2.57M
4
FTNT icon
Fortinet
FTNT
+$1.49M
5
TMUS icon
T-Mobile US
TMUS
+$1.03M

Sector Composition

1 Technology 32.49%
2 Communication Services 15%
3 Industrials 11.85%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$937K 0.58%
3,082
27
$931K 0.58%
13,299
+63
28
$929K 0.58%
3,370
+1,310
29
$927K 0.58%
10,092
-19
30
$900K 0.56%
+31,089
31
$822K 0.51%
20,421
-580
32
$624K 0.39%
7,480
+134
33
$603K 0.38%
4,695
+1
34
$581K 0.36%
2,659
-605
35
$542K 0.34%
1,477
-850
36
$536K 0.33%
5,712
+20
37
$525K 0.33%
1,782
+30
38
$506K 0.32%
820
-16
39
$465K 0.29%
2,638
+99
40
$457K 0.28%
3,245
+114
41
$451K 0.28%
2,552
+19
42
$448K 0.28%
1,980
-28
43
$430K 0.27%
3,939
-2,047
44
$420K 0.26%
15,834
-120
45
$349K 0.22%
+660
46
$348K 0.22%
3,175
47
$336K 0.21%
1,642
-50
48
$326K 0.2%
1,369
-4,208
49
$320K 0.2%
580
+1
50
$317K 0.2%
+2,235
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