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
$27.9K0.02%
+2,597
 New
+$27.9K
$27.8K0.02%
+637
 New
+$27.8K
$27.6K0.02%
+54
 New
+$27.6K
$27.6K0.02%
+353
 New
+$27.6K
$27.5K0.02%
+962
 New
+$27.5K
$27.4K0.02%
+1,982
 New
+$27.4K
$27.3K0.02%
+186
 New
+$27.3K
$26K0.02%
+105
 New
+$26K
$26K0.02%
+1,026
 New
+$26K
$25.9K0.02%
+230
 New
+$25.9K
$25.4K0.02%
+96
 New
+$25.4K
$25.4K0.02%
+358
 New
+$25.4K
$25.1K0.02%
+121
 New
+$25.1K
$24.7K0.02%
+300
 New
+$24.7K
$24.5K0.02%
+295
 New
+$24.5K
$24.4K0.02%
+211
 New
+$24.4K
$24.2K0.02%
+3,207
 New
+$24.2K
$24.1K0.02% 257
+168
+189%
+$15.8K
$23.9K0.02%
+568
 New
+$23.9K
$23.7K0.02%
+109
 New
+$23.7K
$23.4K0.02%
+603
 New
+$23.4K
$23.3K0.02%
+100
 New
+$23.3K
$23.3K0.02% 235
+221
+1,579%
+$21.9K
$23.2K0.02%
+67
 New
+$23.2K
$22.9K0.02%
+90
 New
+$22.9K
1 91011121330