KWM

Kingsman Wealth Management Portfolio holdings

AUM $161M
This Quarter Return
-2.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow %
100%
Top 10 Hldgs %
64.07%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–

Top Buys

1
$17.4M
2
$13.6M
3
$12.2M
4
$9.42M
5
$7.89M

Top Sells

No sells this quarter

Sector Composition

1Technology29.41%
2Communication Services12.15%
3Financials11.95%
4Industrials11.77%
5Consumer Discretionary9.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$17.4M12.74%
+160,806
 New
+$17.4M
$13.6M9.94%
+23,582
 New
+$13.6M
$12.2M8.92%
+64,116
 New
+$12.2M
$9.42M6.89%
+42,415
 New
+$9.42M
$7.89M5.77%
+39,428
 New
+$7.89M
$7.66M5.6%
+8,096
 New
+$7.66M
$5.11M3.73%
+9,348
 New
+$5.11M
$4.97M3.63%
+56,583
 New
+$4.97M
$4.81M3.52%
+12,822
 New
+$4.81M
$4.57M3.34%
+35,206
 New
+$4.57M
$3.9M2.85%
+27,771
 New
+$3.9M
$3.25M2.37%
+6,098
 New
+$3.25M
$2.89M2.12%
+34,289
 New
+$2.89M
$2.7M1.98%
+26,811
 New
+$2.7M
$2.57M1.88%
+19,397
 New
+$2.57M
$2.56M1.87%
+4,673
 New
+$2.56M
$1.96M1.43%
+105,357
 New
+$1.96M
$1.93M1.41%
+5,521
 New
+$1.93M
$1.7M1.24%
+2,061
 New
+$1.7M
$1.49M1.09%
+5,577
 New
+$1.49M
$1.49M1.09%
+15,450
 New
+$1.49M
$1.28M0.94%
+24,030
 New
+$1.28M
$1.27M0.93%
+5,192
 New
+$1.27M
$1.1M0.8%
+2,221
 New
+$1.1M
$974K0.71%
+13,367
 New
+$974K
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