KWM
Kiker Wealth Management Portfolio holdings
AUM $147M
AUM
$147M
AUM Growth
+$23.1M (+19%)
Cap. Flow
+$26.7M
Cap. Flow % of AUM
18.21%
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 | $1.1M | |
| 2 | $745K | |
| 3 | $525K | |
| 4 | $355K | |
| 5 | $281K |
Sector Composition
| 1 | Technology | 7.76% |
| 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 |
