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
$37.3K0.03%
+600
 New
+$37.3K
$36.5K0.02%
+1,414
 New
+$36.5K
$36.1K0.02%
+829
 New
+$36.1K
$34.9K0.02%
+1,223
 New
+$34.9K
$34.8K0.02%
+900
 New
+$34.8K
$34.6K0.02%
+66
 New
+$34.6K
$34.5K0.02% 750
-250
-25%
-$11.5K
$32K0.02%
+700
 New
+$32K
$32K0.02%
+406
 New
+$32K
$31.9K0.02%
+3,400
 New
+$31.9K
$31.7K0.02%
+2,214
 New
+$31.7K
$31.3K0.02%
+187
 New
+$31.3K
$31.2K0.02%
+2,300
 New
+$31.2K
$31K0.02%
+1,219
 New
+$31K
$30.9K0.02%
+500
 New
+$30.9K
$30.2K0.02%
+81
 New
+$30.2K
$29.8K0.02%
+1,527
 New
+$29.8K
$29.8K0.02%
+95
 New
+$29.8K
$29.6K0.02% 362
+298
+466%
+$24.4K
$29.5K0.02%
+522
 New
+$29.5K
$29.2K0.02% 332
+59
+22%
+$5.19K
$29.1K0.02%
+350
 New
+$29.1K
$28.4K0.02%
+1,965
 New
+$28.4K
$28.1K0.02%
+950
 New
+$28.1K
$28K0.02%
+768
 New
+$28K
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