Matthew Wilson

@Kwmg, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$971.025M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VBVanguard Index Fds Recent Activity Decreased -0.87%	0.04%	$325,339 1,354 shares@ $240.28 avg price	Decreased -0.87%
TMUST-mobile Us Inc Recent Activity Decreased -0.33%	0.03%	$262,007 1,187 shares@ $220.74 avg price	Decreased -0.33%
NGLNgl Energy Partners Lp Recent Activity Decreased -0.52%	0.03%	$245,338 49,166 shares@ $4.99 avg price	Decreased -0.52%
TQQQProshares Tr Recent Activity Decreased -75.89%	0.03%	$238,419 3,013 shares@ $79.14 avg price	Decreased -75.89%
VVisa Inc Recent Activity Decreased -1.62%	0.03%	$229,865 727 shares@ $316.19 avg price	Decreased -1.62%
UNHUnitedhealth Group Inc Recent Activity Decreased -0.24%	0.03%	$209,932 415 shares@ $505.87 avg price	Decreased -0.24%