KWM
Kingsman Wealth Management Portfolio holdings
AUM
$185M
1-Year Est. Return
40.46%
This Fund
S&P 500
1 Year Est. Return
+40.46%
AUM
$180M
AUM Growth
+$19.2M
(+12%)
Holding
77
Top Buys
| 1 | +$2.74M | |
| 2 | +$2.6M | |
| 3 | +$1.7M | |
| 4 |
Microsoft
MSFT
|
+$1.35M |
| 5 |
iShares US Home Construction ETF
ITB
|
+$1.1M |
Top Sells
| 1 | +$2.6M | |
| 2 | +$2.21M | |
| 3 | +$2.01M | |
| 4 |
EQT Corp
EQT
|
+$1.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
VanEck Semiconductor ETF
SMH
$45.6B
| – | – |
-808
|
|
||
77
Unum
UNM
$12.1B
| – | – |
-3,016
|
|