KWM

Kiker Wealth Management Portfolio holdings

AUM $3.01M
1-Year Est. Return 31.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.45M
3
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

1
+$5.09M
2
+$3.92M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.4K 0.02%
300
-300
227
$35.1K 0.02%
1,247
-280
228
$34.7K 0.02%
+260
229
$34.4K 0.02%
20,000
230
$34K 0.02%
90
231
$34K 0.02%
340
+313
232
$33.7K 0.02%
900
233
$33.2K 0.02%
812
234
$33K 0.02%
1,563
-5,172
235
$32.9K 0.02%
394
-575
236
$32.7K 0.02%
299
-1,030
237
$32.4K 0.02%
1,103
-120
238
$32.4K 0.02%
659
-170
239
$32.3K 0.02%
100
240
$32.2K 0.02%
+785
241
$32.2K 0.02%
900
242
$32.2K 0.02%
353
243
$32.2K 0.02%
270
-138
244
$32K 0.02%
81
245
$32K 0.02%
+851
246
$31.6K 0.02%
+1,000
247
$30.8K 0.02%
3,207
248
$30.8K 0.02%
+75
249
$30.3K 0.02%
230
250
$28.3K 0.02%
+160
8 9
10
11 12