KWM

Kingsman Wealth Management Portfolio holdings

AUM $178M
1-Year Est. Return 40.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.6M
3
+$1.7M
4
MSFT icon
Microsoft
MSFT
+$1.35M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.1M

Top Sells

1
+$2.6M
2
+$2.21M
3
+$2.01M
4
EQT icon
EQT Corp
EQT
+$1.5M
5
CRWD icon
CrowdStrike
CRWD
+$1.29M

Sector Composition

1 Technology 37.44%
2 Industrials 13.9%
3 Communication Services 11.93%
4 Consumer Discretionary 9.73%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.64%
9,620
-16,470
27
$1.12M 0.62%
+10,463
28
$1.09M 0.6%
+3,186
29
$1.05M 0.58%
6,947
+2,252
30
$1.04M 0.58%
3,409
+2,400
31
$1.01M 0.56%
3,091
+9
32
$957K 0.53%
10,094
+2
33
$885K 0.49%
12,895
-404
34
$849K 0.47%
+13,069
35
$840K 0.47%
+4,958
36
$808K 0.45%
18,921
-1,500
37
$800K 0.45%
2,343
-7,508
38
$779K 0.43%
1,267
+607
39
$653K 0.36%
7,480
40
$581K 0.32%
2,079
+99
41
$552K 0.31%
829
+9
42
$546K 0.3%
5,734
+22
43
$519K 0.29%
3,264
+19
44
$506K 0.28%
1,793
+11
45
$482K 0.27%
+3,600
46
$482K 0.27%
+3,270
47
$432K 0.24%
15,841
+7
48
$422K 0.24%
24,614
-30,371
49
$410K 0.23%
537
-879
50
$401K 0.22%
2,151
-401
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2
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