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
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.5M
3
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.88%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15.6K 0.01%
+228
327
$15.5K 0.01%
+81
328
$15.4K 0.01%
168
-3,875
329
$15.4K 0.01%
+191
330
$15.3K 0.01%
+462
331
$15.1K 0.01%
+345
332
$14.9K 0.01%
+160
333
$14.9K 0.01%
190
334
$14.8K 0.01%
+500
335
$14.6K 0.01%
+120
336
$14.5K 0.01%
+650
337
$14.3K 0.01%
+150
338
$14.1K 0.01%
+101
339
$14.1K 0.01%
252
340
$14.1K 0.01%
+40
341
$14.1K 0.01%
92
342
$14K 0.01%
+1,120
343
$13.9K 0.01%
+50
344
$13.5K 0.01%
142
+56
345
$13.4K 0.01%
+378
346
$13.2K 0.01%
+478
347
$13K 0.01%
+149
348
$12.8K 0.01%
+302
349
$12.6K 0.01%
+67
350
$12.6K 0.01%
+388
12 13
14
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