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
51
$399K 0.22%
3,359
-580
52
$365K 0.2%
3,175
53
$348K 0.19%
580
54
$329K 0.18%
4,085
+5
55
$318K 0.18%
1,473
-169
56
$308K 0.17%
+1,427
57
$306K 0.17%
921
-3
58
$275K 0.15%
560
-2,845
59
$271K 0.15%
+609
60
$266K 0.15%
533
+4
61
$256K 0.14%
1,257
-28
62
$245K 0.14%
1,024
-345
63
$235K 0.13%
1,705
+9
64
$234K 0.13%
+5,068
65
$231K 0.13%
+1,583
66
$213K 0.12%
+318
67
$212K 0.12%
+1,015
68
$212K 0.12%
894
-262
69
$205K 0.11%
667
-38
70
– –
-1,080
71
– –
-1,815
72
– –
-25,648
73
– –
-1,672
74
– –
-808
75
– –
-3,016
1 2
3
4