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
276
$22.7K 0.02%
+86
277
$22.7K 0.02%
+24
278
$22.7K 0.02%
142
279
$22.7K 0.02%
+107
280
$22.6K 0.02%
+292
281
$22.3K 0.02%
+2,219
282
$22.3K 0.02%
225
-26
283
$22.2K 0.02%
+715
284
$22.1K 0.02%
+42
285
$21.8K 0.01%
+223
286
$21.7K 0.01%
+333
287
$21.7K 0.01%
217
+200
288
$21.2K 0.01%
+150
289
$20.9K 0.01%
+1,143
290
$20.6K 0.01%
+229
291
$20.5K 0.01%
+475
292
$20.2K 0.01%
+883
293
$20.2K 0.01%
+100
294
$20K 0.01%
+340
295
$19.7K 0.01%
+474
296
$19.4K 0.01%
+500
297
$19.3K 0.01%
52
298
$19.1K 0.01%
+826
299
$19.1K 0.01%
374
-81
300
$18.9K 0.01%
654
-3,951
10 11
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