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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
426
$3K ﹤0.01%
+290
427
$3K ﹤0.01%
+125
428
$3K ﹤0.01%
114
-47,283
429
$3K ﹤0.01%
+51
430
$3K ﹤0.01%
+118
431
$3K ﹤0.01%
+417
432
$2K ﹤0.01%
+140
433
$2K ﹤0.01%
+111
434
$2K ﹤0.01%
+57
435
$2K ﹤0.01%
+62
436
$2K ﹤0.01%
+24
437
$2K ﹤0.01%
+18
438
$2K ﹤0.01%
+130
439
$2K ﹤0.01%
+36
440
$2K ﹤0.01%
+11
441
$2K ﹤0.01%
+182
442
$2K ﹤0.01%
+50
443
$1K ﹤0.01%
+14
444
$1K ﹤0.01%
+13
445
$1K ﹤0.01%
+52
446
$1K ﹤0.01%
+5
447
$1K ﹤0.01%
+60
448
$1K ﹤0.01%
+60
449
$1K ﹤0.01%
+90
450
$1K ﹤0.01%
+54
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