KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
(+19%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
15.89%
Top 10 Holdings %
Top 10 Hldgs %
41.37%
Holding
732
New
553
Increased
44
Reduced
64
Closed
18
Top Buys
| 1 |
Equinor
EQNR
|
+$1.64M |
| 2 |
TEGNA Inc
TGNA
|
+$1.45M |
| 3 |
Jabil
JBL
|
+$1.43M |
| 4 |
Energizer
ENR
|
+$1.24M |
| 5 |
Amphenol
APH
|
+$1.24M |
Top Sells
| 1 |
Comfort Systems
FIX
|
+$1.18M |
| 2 |
Edgewell Personal Care
EPC
|
+$1.1M |
| 3 |
Burlington
BURL
|
+$1.05M |
| 4 |
RLJ Lodging Trust
RLJ
|
+$745K |
| 5 |
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% |
