KWM

KMT Wealth Management Portfolio holdings

AUM $186M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$4.17M
3
+$1.71M
4
MSFT icon
Microsoft
MSFT
+$318K
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$291K

Top Sells

1
+$299K
2
+$230K
3
+$215K

Sector Composition

1 Technology 1.01%
2 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66M 45.25%
240,210
+71,950
2
$53.5M 36.68%
95,244
-382
3
$8.05M 5.52%
129,571
4
$5.41M 3.7%
90,461
-5,000
5
$4.38M 3%
7,823
+7,454
6
$3.65M 2.5%
7,105
+3,329
7
$1.2M 0.83%
23,590
8
$877K 0.6%
8,383
+1,961
9
$655K 0.45%
1,744
+848
10
$577K 0.4%
2,599
+966
11
$320K 0.22%
13,214
12
$291K 0.2%
+10,286
13
$267K 0.18%
+10,179
14
$244K 0.17%
2,250
15
$228K 0.16%
+621
16
$221K 0.15%
+6,187
17
– –
-990