KWM
Kiker Wealth Management Portfolio holdings
AUM $147M
AUM
$147M
AUM Growth
+$23.1M (+19%)
Cap. Flow
+$26.7M
Cap. Flow % of AUM
18.21%
Top 10 Holdings %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 | $1.1M | |
| 2 | $745K | |
| 3 | $525K | |
| 4 | $355K | |
| 5 | $281K |
Sector Composition
| 1 | Technology | 7.76% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $27.9K | 0.02% | 2,597 | New | +$27.9K | |||
| $27.8K | 0.02% | 637 | New | +$27.8K | |||
| $27.6K | 0.02% | 54 | New | +$27.6K | |||
| $27.6K | 0.02% | 353 | New | +$27.6K | |||
| $27.5K | 0.02% | 962 | New | +$27.5K | |||
| $27.4K | 0.02% | 1,982 | New | +$27.4K | |||
| $27.3K | 0.02% | 186 | New | +$27.3K | |||
| $26K | 0.02% | 105 | New | +$26K | |||
| $26K | 0.02% | 1,026 | New | +$26K | |||
| $25.9K | 0.02% | 230 | New | +$25.9K | |||
| $25.4K | 0.02% | 96 | New | +$25.4K | |||
| $25.4K | 0.02% | 358 | New | +$25.4K | |||
| $25.1K | 0.02% | 121 | New | +$25.1K | |||
| $24.7K | 0.02% | 300 | New | +$24.7K | |||
| $24.5K | 0.02% | 295 | New | +$24.5K | |||
| $24.4K | 0.02% | 211 | New | +$24.4K | |||
| $24.2K | 0.02% | 3,207 | New | +$24.2K | |||
| $24.1K | 0.02% | 257 +168 | +189% | +$15.8K | |||
| $23.9K | 0.02% | 568 | New | +$23.9K | |||
| $23.7K | 0.02% | 109 | New | +$23.7K | |||
| $23.4K | 0.02% | 603 | New | +$23.4K | |||
| $23.3K | 0.02% | 100 | New | +$23.3K | |||
| $23.3K | 0.02% | 235 +221 | +1,579% | +$21.9K | |||
| $23.2K | 0.02% | 67 | New | +$23.2K | |||
| $22.9K | 0.02% | 90 | New | +$22.9K |
