KWM

Kingsman Wealth Management Portfolio holdings

AUM $185M
1-Year Est. Return 40.46%
This Quarter Est. Return
1 Year Est. Return
+40.46%
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
1
$25.4M 15.85%
161,062
+256
2
$17.7M 11.04%
24,006
+424
3
$14.5M 9.04%
66,136
+2,020
4
$10.1M 6.3%
39,260
-168
5
$8.38M 5.22%
8,461
+365
6
$7.47M 4.66%
40,144
+4,938
7
$7.32M 4.56%
53,693
+19,404
8
$6.49M 4.05%
13,056
+234
9
$5.71M 3.56%
58,375
+1,792
10
$5.52M 3.44%
26,902
-15,513
11
$4.74M 2.95%
27,349
-422
12
$3.59M 2.24%
33,433
+6,622
13
$3.5M 2.18%
9,851
+4,330
14
$3.49M 2.18%
26,090
+22,460
15
$3.16M 1.97%
4,459
-4,889
16
$2.66M 1.66%
4,730
+57
17
$2.26M 1.41%
24,192
+10,825
18
$2.13M 1.33%
4,381
-1,717
19
$1.73M 1.08%
3,405
+2,400
20
$1.5M 0.93%
25,648
+1,618
21
$1.49M 0.93%
2,738
+517
22
$1.17M 0.73%
4,027
-1,165
23
$1.1M 0.69%
1,416
-645
24
$997K 0.62%
54,985
-50,372
25
$948K 0.59%
5,343
+125
1
2 3