KL
KWMG LLC Portfolio holdings
AUM
$1.16B
1-Year Est. Return
17.67%
This Fund
S&P 500
1 Year Est. Return
+17.67%
AUM
$403M
AUM Growth
+$37.7M
(+10%)
Holding
503
Top Buys
| 1 | +$6.29M | |
| 2 | +$2.4M | |
| 3 | +$2.32M | |
| 4 |
Franklin Resources
BEN
|
+$2.27M |
| 5 |
Whirlpool
WHR
|
+$2.26M |
Top Sells
| 1 | +$3.49M | |
| 2 | +$2.95M | |
| 3 | +$2.37M | |
| 4 |
SCG
Scana
SCG
|
+$2.34M |
| 5 |
AptarGroup
ATR
|
+$2.33M |
Sector Composition
| 1 | Consumer Discretionary | 6.12% |
| 2 | Industrials | 4.54% |
| 3 | Financials | 4.36% |
| 4 | Technology | 3.42% |
| 5 | Healthcare | 3.24% |