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Matthew Wilson

@Kwmg, Llc

Latest period2024 - Q4ReportedManaged Assets$971.025MTotal holdings139
Assets growth rate-2.31%Assets growth rate (2-Q avg)2.44%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kwmg, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Kwmg, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 971.025M in assets, with a quarterly growth rate of -2.31% and a 2-quarter average growth rate of 2.44%. The portfolio is managed by Matthew Wilson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLYSelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$494,019
2,202 shares@ $224.36 avg price
GRMNGarmin Ltd
Recent Activity
New Position
0.03%
$265,082
1,285 shares@ $206.29 avg price
PZAInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$233,999
9,911 shares@ $23.62 avg price
SPIPSpdr Ser Tr
Recent Activity
New Position
0.03%
$223,082
8,814 shares@ $25.31 avg price
IYRIshares Tr
Recent Activity
New Position
0.03%
$218,598
2,349 shares@ $93.07 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.03%
$202,922
2,889 shares@ $70.24 avg price