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 | |
|---|---|---|---|---|---|---|---|
| $22.7K | 0.02% | 86 | New | +$22.7K | |||
| $22.7K | 0.02% | 24 | New | +$22.7K | |||
| $22.7K | 0.02% | 142 | – | – | |||
| $22.7K | 0.02% | 107 | New | +$22.7K | |||
| $22.6K | 0.02% | 292 | New | +$22.6K | |||
| $22.3K | 0.02% | 2,219 | New | +$22.3K | |||
| $22.3K | 0.02% | 225 -26 | -10% | -$2.57K | |||
| $22.2K | 0.02% | 715 | New | +$22.2K | |||
| $22.1K | 0.02% | 42 | New | +$22.1K | |||
| $21.8K | 0.01% | 223 | New | +$21.8K | |||
| $21.7K | 0.01% | 333 | New | +$21.7K | |||
| $21.7K | 0.01% | 217 +200 | +1,176% | +$20K | |||
| $21.2K | 0.01% | 150 | New | +$21.2K | |||
| $20.9K | 0.01% | 1,143 | New | +$20.9K | |||
| $20.6K | 0.01% | 229 | New | +$20.6K | |||
| $20.5K | 0.01% | 475 | New | +$20.5K | |||
| $20.2K | 0.01% | 883 | New | +$20.2K | |||
| $20.2K | 0.01% | 100 | New | +$20.2K | |||
| $20K | 0.01% | 340 | New | +$20K | |||
| $19.7K | 0.01% | 474 | New | +$19.7K | |||
| $19.4K | 0.01% | 500 | New | +$19.4K | |||
| $19.3K | 0.01% | 52 | – | – | |||
| $19.1K | 0.01% | 826 | New | +$19.1K | |||
| $19.1K | 0.01% | 374 -81 | -18% | -$4.13K | |||
| $18.9K | 0.01% | 654 -3,951 | -86% | -$114K |
