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
251
$27.9K 0.02%
96
+1
252
$27.6K 0.02%
2,941
-4,042
253
$27.6K 0.02%
356
+281
254
$27.3K 0.02%
109
+63
255
$27.3K 0.02%
1,965
256
$27.3K 0.02%
+510
257
$27K 0.02%
54
258
$27K 0.02%
1,255
+112
259
$26.6K 0.02%
27
-25
260
$26.2K 0.01%
580
+462
261
$26K 0.01%
105
262
$25.7K 0.01%
274
+17
263
$25.7K 0.01%
67
264
$25.6K 0.01%
637
265
$25.5K 0.01%
589
-1,236
266
$25.3K 0.01%
150
267
$24.9K 0.01%
107
268
$24.9K 0.01%
358
269
$24.8K 0.01%
163
-23
270
$24.4K 0.01%
121
271
$24.2K 0.01%
1,800
-500
272
$24.1K 0.01%
109
273
$23.8K 0.01%
1,141
+700
274
$23.7K 0.01%
+491
275
$23.2K 0.01%
950
+300
9 10
11
12 13