KL

KWMG LLC Portfolio holdings

AUM $1.16B
1-Year Est. Return 17.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.61%
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
451
$1K ﹤0.01%
+60
452
$0 ﹤0.01%
+12
453
$0 ﹤0.01%
+6
454
$0 ﹤0.01%
+8
455
$0 ﹤0.01%
+1
456
$0 ﹤0.01%
+4
457
$0 ﹤0.01%
+8
458
$0 ﹤0.01%
+2
459
$0 ﹤0.01%
+4
460
$0 ﹤0.01%
+1
461
$0 ﹤0.01%
+2
15 16 17 18
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