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 (+19%)
Cap. Flow
+$23.3M
Cap. Flow % of AUM
15.89%
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 | $1.18M | |
| 2 | $1.1M | |
| 3 | $1.05M | |
| 4 | $745K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $18.8K | 0.01% | +503 | New | +$18.8K | |||
| $18.8K | 0.01% | +160 | New | +$18.8K | |||
| $18.8K | 0.01% | +167 | New | +$18.8K | |||
| $18.7K | 0.01% | +255 | New | +$18.7K | |||
| $18.6K | 0.01% | +310 | New | +$18.6K | |||
| $18.6K | 0.01% | +593 | New | +$18.6K | |||
| $18.5K | 0.01% | +1,587 | New | +$18.5K | |||
| $18.3K | 0.01% | 165 +160 | +3,200% | +$17.8K | |||
| $18.3K | 0.01% | +196 | New | +$18.3K | |||
| $18.2K | 0.01% | +619 | New | +$18.2K | |||
| $18.2K | 0.01% | +171 | New | +$18.2K | |||
| $17.6K | 0.01% | +148 | New | +$17.6K | |||
| $17.6K | 0.01% | +2,537 | New | +$17.6K | |||
| $17.3K | 0.01% | +470 | New | +$17.3K | |||
| $17.2K | 0.01% | +305 | New | +$17.2K | |||
| $17K | 0.01% | 188 +10 | +6% | +$906 | |||
| $16.9K | 0.01% | +28 | New | +$16.9K | |||
| $16.5K | 0.01% | +182 | New | +$16.5K | |||
| $16.4K | 0.01% | +600 | New | +$16.4K | |||
| $16K | 0.01% | +1,146 | New | +$16K | |||
| $15.9K | 0.01% | 198 +120 | +154% | +$9.64K | |||
| $15.9K | 0.01% | +232 | New | +$15.9K | |||
| $15.9K | 0.01% | +100 | New | +$15.9K | |||
| $15.8K | 0.01% | +80 | New | +$15.8K | |||
| $15.8K | 0.01% | +90 | New | +$15.8K |
