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
251
$27.9K 0.02%
+2,597
252
$27.8K 0.02%
+637
253
$27.6K 0.02%
+54
254
$27.6K 0.02%
+353
255
$27.5K 0.02%
+962
256
$27.4K 0.02%
+1,982
257
$27.3K 0.02%
+186
258
$26K 0.02%
+105
259
$26K 0.02%
+1,026
260
$25.9K 0.02%
+230
261
$25.4K 0.02%
+96
262
$25.4K 0.02%
+358
263
$25.1K 0.02%
+121
264
$24.7K 0.02%
+900
265
$24.5K 0.02%
+295
266
$24.4K 0.02%
+211
267
$24.2K 0.02%
+3,207
268
$24.1K 0.02%
257
+168
269
$23.9K 0.02%
+568
270
$23.7K 0.02%
+109
271
$23.4K 0.02%
+603
272
$23.3K 0.02%
+100
273
$23.3K 0.02%
235
+221
274
$23.2K 0.02%
+67
275
$22.9K 0.02%
+90