KWM

Kingsman Wealth Management Portfolio holdings

AUM $180M
This Quarter Est. Return
1 Year Est. Return
–
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
NVDA icon
1
NVIDIA
NVDA
$4.39T
$25.4M 15.85%
161,062
+256
META icon
2
Meta Platforms (Facebook)
META
$1.84T
$17.7M 11.04%
24,006
+424
AMZN icon
3
Amazon
AMZN
$2.32T
$14.5M 9.04%
66,136
+2,020
GE icon
4
GE Aerospace
GE
$316B
$10.1M 6.3%
39,260
-168
COST icon
5
Costco
COST
$419B
$8.38M 5.22%
8,461
+365
HWM icon
6
Howmet Aerospace
HWM
$77.1B
$7.47M 4.66%
40,144
+4,938
PLTR icon
7
Palantir
PLTR
$416B
$7.32M 4.56%
53,693
+19,404
MSFT icon
8
Microsoft
MSFT
$3.87T
$6.49M 4.05%
13,056
+234
WMT icon
9
Walmart
WMT
$854B
$5.71M 3.56%
58,375
+1,792
AAPL icon
10
Apple
AAPL
$3.84T
$5.52M 3.44%
26,902
-15,513
IYW icon
11
iShares US Technology ETF
IYW
$22.2B
$4.74M 2.95%
27,349
-422
BSX icon
12
Boston Scientific
BSX
$154B
$3.59M 2.24%
33,433
+6,622
V icon
13
Visa
V
$670B
$3.5M 2.18%
9,851
+4,330
NFLX icon
14
Netflix
NFLX
$474B
$3.49M 2.18%
2,609
+2,246
GS icon
15
Goldman Sachs
GS
$230B
$3.16M 1.97%
4,459
-4,889
MA icon
16
Mastercard
MA
$517B
$2.66M 1.66%
4,730
+57
UBER icon
17
Uber
UBER
$192B
$2.26M 1.41%
24,192
+10,825
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.13M 1.33%
4,381
-1,717
CRWD icon
19
CrowdStrike
CRWD
$126B
$1.73M 1.08%
3,405
+2,400
EQT icon
20
EQT Corp
EQT
$33.4B
$1.5M 0.93%
25,648
+1,618
ISRG icon
21
Intuitive Surgical
ISRG
$189B
$1.49M 0.93%
2,738
+517
JPM icon
22
JPMorgan Chase
JPM
$801B
$1.17M 0.73%
4,027
-1,165
LLY icon
23
Eli Lilly
LLY
$728B
$1.1M 0.69%
1,416
-645
ET icon
24
Energy Transfer Partners
ET
$58B
$997K 0.62%
54,985
-50,372
GOOG icon
25
Alphabet (Google) Class C
GOOG
$3.05T
$948K 0.59%
5,343
+125
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