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
276
$23.1K 0.01%
6,003
+5,140
277
$23K 0.01%
86
278
$22.6K 0.01%
374
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$22.1K 0.01%
101
280
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281
$21.6K 0.01%
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282
$21.4K 0.01%
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283
$21.3K 0.01%
292
284
$21.3K 0.01%
166
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285
$20.9K 0.01%
715
286
$20.6K 0.01%
+327
287
$20.4K 0.01%
593
288
$20.4K 0.01%
475
289
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503
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290
$20K 0.01%
90
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291
$19.9K 0.01%
202
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293
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294
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295
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296
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99
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100
299
$18K 0.01%
700
+500
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$18K 0.01%
255
10 11
12
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