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
326
$13.2K 0.01%
134
+91
327
$13.1K 0.01%
133
-15
328
$13K 0.01%
175
-71
329
$12.9K 0.01%
523
-39,324
330
$12.6K 0.01%
+125
331
$12.6K 0.01%
150
332
$12.5K 0.01%
337
-125
333
$12.3K 0.01%
100
+35
334
$12.1K 0.01%
67
335
$12.1K 0.01%
500
-526
336
$12.1K 0.01%
152
-38
337
$12K 0.01%
746
338
$12K 0.01%
41
+25
339
$11.9K 0.01%
+500
340
$11.6K 0.01%
+73
341
$11.5K 0.01%
484
342
$11.4K 0.01%
827
343
$11.2K 0.01%
408
344
$10.9K 0.01%
100
345
$10.8K 0.01%
363
346
$10.8K 0.01%
116
-33
347
$10.8K 0.01%
1,300
+600
348
$10.7K 0.01%
235
349
$10.6K 0.01%
56
-86
350
$10.6K 0.01%
+58
12 13
14
15 16