KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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 +$1.64M
2 +$1.45M
3 +$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1 +$1.18M
2 +$1.1M
3 +$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$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 Change
in Stake
Capital Flow
351
$12.5K 0.01%
+122
352
$12.3K 0.01%
+363
353
$12.2K 0.01%
+63
354
$12K 0.01%
+408
355
$12K 0.01%
+150
356
$11.6K 0.01%
294
357
$11.6K 0.01%
+49
358
$11.6K 0.01%
72
359
$11.5K 0.01%
+143
360
$11K 0.01%
252
361
$10.9K 0.01%
+135
362
$10.9K 0.01%
+746
363
$10.7K 0.01%
+395
364
$10.5K 0.01%
250
365
$10.5K 0.01%
+609
366
$10.4K 0.01%
+235
367
$10.3K 0.01%
+827
368
$10.1K 0.01%
+246
369
$10.1K 0.01%
+929
370
$10.1K 0.01%
+100
371
$9.87K 0.01%
+64
372
$9.87K 0.01%
+100
373
$9.83K 0.01%
+200
374
$9.72K 0.01%
+135
375
$9.69K 0.01%
+99