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
376
$8.59K ﹤0.01%
50
377
$8.5K ﹤0.01%
15
378
$8.4K ﹤0.01%
169
379
$8.15K ﹤0.01%
16
-24
380
$7.88K ﹤0.01%
71
+15
381
$7.87K ﹤0.01%
194
-100
382
$7.8K ﹤0.01%
100
383
$7.76K ﹤0.01%
60
384
$7.73K ﹤0.01%
316
385
$7.69K ﹤0.01%
160
-228
386
$7.57K ﹤0.01%
160
-50
387
$7.45K ﹤0.01%
293
-31
388
$7.42K ﹤0.01%
150
-2,013
389
$7.41K ﹤0.01%
250
390
$7.29K ﹤0.01%
+91
391
$7.22K ﹤0.01%
2,000
+1,000
392
$7.19K ﹤0.01%
90
-45
393
$7.13K ﹤0.01%
30
394
$6.97K ﹤0.01%
452
395
$6.83K ﹤0.01%
72
396
$6.74K ﹤0.01%
100
397
$6.63K ﹤0.01%
120
398
$6.55K ﹤0.01%
380
399
$6.55K ﹤0.01%
100
-400
400
$6.5K ﹤0.01%
175
14 15
16
17 18