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
351
$10.3K 0.01%
63
352
$10.2K 0.01%
72
-50
353
$10.2K 0.01%
152
-100
354
$10.2K 0.01%
887
-1,710
355
$10K 0.01%
135
356
$9.96K 0.01%
30
357
$9.9K 0.01%
478
358
$9.81K 0.01%
250
359
$9.8K 0.01%
334
360
$9.79K 0.01%
+35
361
$9.72K 0.01%
210
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362
$9.55K 0.01%
40
363
$9.46K 0.01%
395
364
$9.42K 0.01%
+69
365
$9.38K 0.01%
76
-44
366
$9.3K 0.01%
3,000
367
$9.29K 0.01%
350
368
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114
369
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+1,000
371
$9.03K 0.01%
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372
$8.99K 0.01%
130
373
$8.94K 0.01%
32
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374
$8.81K 0.01%
70
375
$8.65K ﹤0.01%
284
13 14
15
16 17