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
$161M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.65M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.22M
5
UBER icon
Uber
UBER
+$1.01M

Top Sells

1
+$3.46M
2
+$3.18M
3
+$2.57M
4
FTNT icon
Fortinet
FTNT
+$1.49M
5
TMUS icon
T-Mobile US
TMUS
+$1M

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
CRM icon
51
Salesforce
CRM
$244B
$315K 0.2%
1,156
-387
MGK icon
52
Vanguard Mega Cap Growth ETF
MGK
$31B
$299K 0.19%
816
CME icon
53
CME Group
CME
$96.5B
$298K 0.19%
+1,080
AXP icon
54
American Express
AXP
$242B
$295K 0.18%
924
-188
PG icon
55
Procter & Gamble
PG
$356B
$266K 0.17%
1,672
-43
PANW icon
56
Palo Alto Networks
PANW
$144B
$263K 0.16%
+1,285
LHX icon
57
L3Harris
LHX
$54.1B
$253K 0.16%
1,009
LMT icon
58
Lockheed Martin
LMT
$114B
$245K 0.15%
529
-20
UNM icon
59
Unum
UNM
$13B
$244K 0.15%
3,016
-4,134
SMH icon
60
VanEck Semiconductor ETF
SMH
$34.4B
$225K 0.14%
+808
DIS icon
61
Walt Disney
DIS
$203B
$225K 0.14%
+1,815
MGV icon
62
Vanguard Mega Cap Value ETF
MGV
$10.2B
$222K 0.14%
1,696
-200
VV icon
63
Vanguard Large-Cap ETF
VV
$46.3B
$201K 0.13%
+705
XLF icon
64
Financial Select Sector SPDR Fund
XLF
$53.9B
– –
-6,783
RTX icon
65
RTX Corp
RTX
$238B
– –
-19,397
GD icon
66
General Dynamics
GD
$91B
– –
-1,005
FTNT icon
67
Fortinet
FTNT
$64.9B
– –
-15,450
BLK icon
68
Blackrock
BLK
$175B
– –
-388
BKR icon
69
Baker Hughes
BKR
$46.6B
– –
-10,060
BK icon
70
Bank of New York Mellon
BK
$74.6B
– –
-7,200
ANET icon
71
Arista Networks
ANET
$184B
– –
-11,325
AMLP icon
72
Alerian MLP ETF
AMLP
$10.3B
– –
-3,852
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3