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 | |
|---|---|---|---|---|---|---|---|
| $9.63K | 0.01% | +46 | New | +$9.63K | |||
| $9.44K | 0.01% | +63 | New | +$9.44K | |||
| $9.33K | 0.01% | +253 | New | +$9.33K | |||
| $9.27K | 0.01% | +484 | New | +$9.27K | |||
| $9.22K | 0.01% | 70 | – | – | |||
| $9.15K | 0.01% | +114 | New | +$9.15K | |||
| $8.99K | 0.01% | +77 | New | +$8.99K | |||
| $8.87K | 0.01% | +250 | New | +$8.87K | |||
| $8.84K | 0.01% | +15 | New | +$8.84K | |||
| $8.76K | 0.01% | +210 | New | +$8.76K | |||
| $8.75K | 0.01% | +316 | New | +$8.75K | |||
| $8.61K | 0.01% | +3,000 | New | +$8.61K | |||
| $8.57K | 0.01% | +441 | New | +$8.57K | |||
| $8.49K | 0.01% | +30 | New | +$8.49K | |||
| $8.38K | 0.01% | +334 | New | +$8.38K | |||
| $8.28K | 0.01% | +50 | New | +$8.28K | |||
| $8.2K | 0.01% | +579 | New | +$8.2K | |||
| $8.18K | 0.01% | +324 | New | +$8.18K | |||
| $8.15K | 0.01% | +379 | New | +$8.15K | |||
| $8.1K | 0.01% | +26 | New | +$8.1K | |||
| $8K | 0.01% | +150 | New | +$8K | |||
| $7.95K | 0.01% | +100 | New | +$7.95K | |||
| $7.79K | 0.01% | +59 | New | +$7.79K | |||
| $7.77K | 0.01% | +452 | New | +$7.77K | |||
| $7.75K | 0.01% | +30 | New | +$7.75K |
