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
376
$9.63K 0.01%
+46
377
$9.44K 0.01%
+63
378
$9.33K 0.01%
+253
379
$9.27K 0.01%
+484
380
$9.22K 0.01%
70
381
$9.15K 0.01%
+114
382
$8.99K 0.01%
+77
383
$8.87K 0.01%
+250
384
$8.84K 0.01%
+15
385
$8.76K 0.01%
+210
386
$8.75K 0.01%
+316
387
$8.61K 0.01%
+3,000
388
$8.57K 0.01%
+441
389
$8.49K 0.01%
+30
390
$8.38K 0.01%
+334
391
$8.28K 0.01%
+50
392
$8.2K 0.01%
+579
393
$8.18K 0.01%
+324
394
$8.15K 0.01%
+379
395
$8.1K 0.01%
+26
396
$8K 0.01%
+150
397
$7.95K 0.01%
+100
398
$7.79K 0.01%
+59
399
$7.76K 0.01%
+452
400
$7.75K 0.01%
+30
14 15
16
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