KWM

Kiker Wealth Management Portfolio holdings

AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
Top 10 Hldgs %
41.37%
Holding
732
New
557
Increased
44
Reduced
64
Closed
18

Top Buys

1
$1.64M
2
$1.45M
3
$1.43M
4
$1.24M
5
$1.24M

Top Sells

1
$1.18M
2
$1.1M
3
$1.05M
4
$745K
5
$525K

Sector Composition

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$11.4M7.79% 378,930
+6,563
+2%
+$198K
$10.1M6.89% 50,662
+1,531
+3%
+$305K
$7.38M5.04% 140,999
+22,321
+19%
+$1.17M
$5.92M4.04% 80,858
+4,452
+6%
+$326K
$5.43M3.7% 59,635
+11,696
+24%
+$1.06M
$4.77M3.25% 63,078
+4,734
+8%
+$358K
$4.47M3.05% 70,939
-1,558
-2%
-$98.2K
$3.75M2.56% 157,131
+33,181
+27%
+$792K
$3.69M2.52% 19,134
-630
-3%
-$122K
$3.68M2.51% 156,370
-2,818
-2%
-$66.4K
$3.54M2.41% 42,758
+5,721
+15%
+$473K
$3.48M2.37% 91,488
-6,971
-7%
-$265K
$3.4M2.32% 131,711
-2,850
-2%
-$73.7K
$3.39M2.31% 109,299
-4,737
-4%
-$147K
$2.39M1.63% 264,578
-7,627
-3%
-$68.9K
$1.97M1.34% 47,315
-1,543
-3%
-$64.3K
$1.82M1.24% 64,063
+1,283
+2%
+$36.5K
$1.73M1.18% 36,864
+4,871
+15%
+$229K
$1.64M1.12%
+61,994
 New
+$1.64M
$1.49M1.02% 7,253
-330
-4%
-$67.8K
$1.45M0.99%
+79,846
 New
+$1.45M
$1.43M0.98%
+10,520
 New
+$1.43M
$1.37M0.93% 6,149
+2,647
+76%
+$588K
$1.32M0.9% 18,142
-340
-2%
-$24.8K
$1.3M0.88% 14,112
+121
+0.9%
+$11.1K
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