KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$525K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.3K 0.03%
+600
227
$36.5K 0.02%
+1,414
228
$36.1K 0.02%
+829
229
$34.9K 0.02%
+1,223
230
$34.8K 0.02%
+900
231
$34.6K 0.02%
+66
232
$34.5K 0.02%
750
-250
233
$32K 0.02%
+700
234
$32K 0.02%
+812
235
$31.9K 0.02%
+3,400
236
$31.7K 0.02%
+2,214
237
$31.3K 0.02%
+187
238
$31.2K 0.02%
+2,300
239
$31K 0.02%
+1,219
240
$30.9K 0.02%
+500
241
$30.2K 0.02%
+81
242
$29.8K 0.02%
+1,527
243
$29.8K 0.02%
+95
244
$29.6K 0.02%
362
+298
245
$29.5K 0.02%
+522
246
$29.2K 0.02%
332
+59
247
$29.1K 0.02%
+350
248
$28.4K 0.02%
+1,965
249
$28.1K 0.02%
+950
250
$28K 0.02%
+768
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