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KWM
Kingsman Wealth Management Portfolio holdings
AUM
$178M
1-Year Est. Return
40.67%
This Fund
S&P 500
1 Year Est. Return
+40.67%
AUM
$178M
AUM Growth
-$6.72M
(-3.6%)
Holding
78
Top Buys
| 1 | +$2.91M | |
| 2 | +$2.39M | |
| 3 | +$1.94M | |
| 4 |
Boeing
BA
|
+$1.74M |
| 5 |
GE Vernova
GEV
|
+$1.53M |
Top Sells
| 1 | +$4.15M | |
| 2 | +$2.14M | |
| 3 | +$1.7M | |
| 4 |
Costco
COST
|
+$1.39M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.29M |
Sector Composition
| 1 | Technology | 31.85% |
| 2 | Industrials | 21.12% |
| 3 | Communication Services | 9.94% |
| 4 | Consumer Discretionary | 8.94% |
| 5 | Financials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Shopify
SHOP
$144B
| – | – |
-1,297
|
|
||
77
Tesla
TSLA
$1.54T
| – | – |
-519
|
|
||
78
Vanguard Large-Cap ETF
VV
$51.9B
| – | – |
-671
|
|