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 | |
|---|---|---|---|---|---|---|---|
| $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 |
