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
301
$18.8K 0.01%
+503
302
$18.8K 0.01%
+160
303
$18.8K 0.01%
+167
304
$18.7K 0.01%
+255
305
$18.6K 0.01%
+310
306
$18.6K 0.01%
+593
307
$18.5K 0.01%
+1,587
308
$18.3K 0.01%
165
+160
309
$18.3K 0.01%
+202
310
$18.2K 0.01%
+619
311
$18.2K 0.01%
+171
312
$17.6K 0.01%
+148
313
$17.6K 0.01%
+2,537
314
$17.3K 0.01%
+470
315
$17.2K 0.01%
+305
316
$17K 0.01%
188
+10
317
$16.9K 0.01%
+28
318
$16.5K 0.01%
+182
319
$16.4K 0.01%
+600
320
$16K 0.01%
+1,146
321
$15.9K 0.01%
198
+120
322
$15.9K 0.01%
+232
323
$15.9K 0.01%
+100
324
$15.8K 0.01%
+80
325
$15.8K 0.01%
+90