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
51
$315K 0.2%
1,156
-387
52
$299K 0.19%
816
53
$298K 0.19%
+1,080
54
$295K 0.18%
924
-188
55
$266K 0.17%
1,672
-43
56
$263K 0.16%
+1,285
57
$253K 0.16%
1,009
58
$245K 0.15%
529
-20
59
$244K 0.15%
3,016
-4,134
60
$225K 0.14%
+808
61
$225K 0.14%
+1,815
62
$222K 0.14%
1,696
-200
63
$201K 0.13%
+705
64
– –
-3,852
65
– –
-7,200
66
– –
-10,060
67
– –
-388
68
– –
-15,450
69
– –
-1,005
70
– –
-19,397
71
– –
-6,783
72
– –
-11,325
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3