KWM

Kiker Wealth Management Portfolio holdings

AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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
$1.18M
2
$1.1M
3
$1.05M
4
$745K
5
$525K

Sector Composition

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$22.7K0.02%
+86
 New
+$22.7K
$22.7K0.02%
+24
 New
+$22.7K
$22.7K0.02% 142––
$22.7K0.02%
+107
 New
+$22.7K
$22.6K0.02%
+292
 New
+$22.6K
$22.3K0.02%
+2,219
 New
+$22.3K
$22.3K0.02% 225
-26
-10%
-$2.57K
$22.2K0.02%
+715
 New
+$22.2K
$22.1K0.02%
+42
 New
+$22.1K
$21.8K0.01%
+223
 New
+$21.8K
$21.7K0.01%
+333
 New
+$21.7K
$21.7K0.01% 217
+200
+1,176%
+$20K
$21.2K0.01%
+150
 New
+$21.2K
$20.9K0.01%
+1,143
 New
+$20.9K
$20.6K0.01%
+229
 New
+$20.6K
$20.5K0.01%
+475
 New
+$20.5K
$20.2K0.01%
+883
 New
+$20.2K
$20.2K0.01%
+100
 New
+$20.2K
$20K0.01%
+340
 New
+$20K
$19.7K0.01%
+474
 New
+$19.7K
$19.4K0.01%
+500
 New
+$19.4K
$19.3K0.01% 52––
$19.1K0.01%
+826
 New
+$19.1K
$19.1K0.01% 374
-81
-18%
-$4.13K
$18.9K0.01% 654
-3,951
-86%
-$114K
1 101112131430