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KL

KWMG LLC Portfolio holdings

AUM $1.2B
1-Year Est. Return 21.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.06M
3
+$2.01M
4
JNPR
Juniper Networks
JNPR
+$1.88M
5
IP icon
International Paper
IP
+$1.83M

Top Sells

1
+$6.5M
2
+$2.23M
3
+$1.92M
4
AES icon
AES
AES
+$1.86M
5
GILD icon
Gilead Sciences
GILD
+$1.47M

Sector Composition

1 Financials 5.5%
2 Consumer Discretionary 5.37%
3 Healthcare 4.02%
4 Industrials 3.89%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
+46
327
– –
0
328
$6K ﹤0.01%
+50
329
$6K ﹤0.01%
+101
330
$6K ﹤0.01%
+62
331
$6K ﹤0.01%
+101
332
$6K ﹤0.01%
+188
333
$6K ﹤0.01%
+53
334
$6K ﹤0.01%
+53
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$6K ﹤0.01%
+25
336
$6K ﹤0.01%
+131
337
$6K ﹤0.01%
+276
338
$6K ﹤0.01%
+380
339
$6K ﹤0.01%
+159
340
$6K ﹤0.01%
+1,000
341
$6K ﹤0.01%
+109
342
$6K ﹤0.01%
+103
343
$5K ﹤0.01%
+50
344
$5K ﹤0.01%
+442
345
$5K ﹤0.01%
+166
346
$5K ﹤0.01%
+75
347
$5K ﹤0.01%
+111
348
$5K ﹤0.01%
+53
349
$5K ﹤0.01%
+101
350
$5K ﹤0.01%
+130
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