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 | |
|---|---|---|---|---|---|---|---|
| $12.5K | 0.01% | +122 | New | +$12.5K | |||
| $12.3K | 0.01% | +363 | New | +$12.3K | |||
| $12.2K | 0.01% | +63 | New | +$12.2K | |||
| $12K | 0.01% | +408 | New | +$12K | |||
| $12K | 0.01% | +150 | New | +$12K | |||
| $11.6K | 0.01% | 294 | – | – | |||
| $11.6K | 0.01% | +49 | New | +$11.6K | |||
| $11.6K | 0.01% | 72 | – | – | |||
| $11.5K | 0.01% | +143 | New | +$11.5K | |||
| $11K | 0.01% | 252 | – | – | |||
| $10.9K | 0.01% | +135 | New | +$10.9K | |||
| $10.9K | 0.01% | +746 | New | +$10.9K | |||
| $10.7K | 0.01% | +395 | New | +$10.7K | |||
| $10.5K | 0.01% | 250 | – | – | |||
| $10.5K | 0.01% | +609 | New | +$10.5K | |||
| $10.4K | 0.01% | +235 | New | +$10.4K | |||
| $10.3K | 0.01% | +827 | New | +$10.3K | |||
| $10.1K | 0.01% | +246 | New | +$10.1K | |||
| $10.1K | 0.01% | +929 | New | +$10.1K | |||
| $10.1K | 0.01% | +100 | New | +$10.1K | |||
| $9.87K | 0.01% | +64 | New | +$9.87K | |||
| $9.87K | 0.01% | +50 | New | +$9.87K | |||
| $9.83K | 0.01% | +200 | New | +$9.83K | |||
| $9.72K | 0.01% | +135 | New | +$9.72K | |||
| $9.69K | 0.01% | +99 | New | +$9.69K |
