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
301
$17.6K 0.01%
160
-5
302
$17.5K 0.01%
+163
303
$17.4K 0.01%
92
304
$16.6K 0.01%
263
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305
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172
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306
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178
-10
307
$16.4K 0.01%
+422
308
$16.4K 0.01%
345
309
$16.1K 0.01%
450
-20
310
$16K 0.01%
503
311
$15.8K 0.01%
200
-29
312
$15.5K 0.01%
+310
313
$15.3K 0.01%
395
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314
$15.2K 0.01%
137
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315
$15.2K 0.01%
72
316
$15.1K 0.01%
143
317
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320
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321
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322
$14K 0.01%
188
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$13.6K 0.01%
142
324
$13.5K 0.01%
150
325
$13.4K 0.01%
43
-23
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