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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
376
$4K ﹤0.01%
+44
377
$4K ﹤0.01%
+62
378
$4K ﹤0.01%
+29
379
$4K ﹤0.01%
+95
380
$4K ﹤0.01%
+400
381
$4K ﹤0.01%
+104
382
$4K ﹤0.01%
+89
383
$4K ﹤0.01%
+55
384
$4K ﹤0.01%
+85
385
$4K ﹤0.01%
+150
386
$4K ﹤0.01%
+64
387
$4K ﹤0.01%
+308
388
$4K ﹤0.01%
+77
389
$4K ﹤0.01%
+14
390
$4K ﹤0.01%
+391
391
$4K ﹤0.01%
+250
392
$4K ﹤0.01%
+28
393
$4K ﹤0.01%
+154
394
$4K ﹤0.01%
+332
395
$4K ﹤0.01%
+155
396
$4K ﹤0.01%
+59
397
$4K ﹤0.01%
+256
398
$4K ﹤0.01%
+33
399
$4K ﹤0.01%
+34
400
$4K ﹤0.01%
+41
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