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 | |
|---|---|---|---|---|---|---|---|
| $7.58K | 0.01% | 321 | New | +$7.58K | |||
| $7.53K | 0.01% | 40 | – | – | |||
| $7.38K | 0.01% | 100 | New | +$7.38K | |||
| $7.27K | 0.01% | 236 | New | +$7.27K | |||
| $7.26K | 0.01% | 232 | New | +$7.26K | |||
| $7.2K | 0% | 50 | New | +$7.2K | |||
| $7.18K | 0% | 169 | New | +$7.18K | |||
| $7.17K | 0% | 60 | New | +$7.17K | |||
| $7.16K | 0% | 171 | New | +$7.16K | |||
| $6.98K | 0% | 200 | New | +$6.98K | |||
| $6.93K | 0% | 364 | New | +$6.93K | |||
| $6.92K | 0% | 175 | New | +$6.92K | |||
| $6.84K | 0% | 101 | New | +$6.84K | |||
| $6.79K | 0% | 100 | New | +$6.79K | |||
| $6.74K | 0% | 73 | New | +$6.74K | |||
| $6.63K | 0% | 61 | New | +$6.63K | |||
| $6.62K | 0% | 284 | New | +$6.62K | |||
| $6.55K | 0% | 452 | New | +$6.55K | |||
| $6.48K | 0% | 51 | New | +$6.48K | |||
| $6.46K | 0% | 120 | New | +$6.46K | |||
| $6.44K | 0% | 300 | New | +$6.44K | |||
| $6.43K | 0% | 625 | New | +$6.43K | |||
| $6.42K | 0% | 199 | New | +$6.42K | |||
| $6.39K | 0% | 5,650 -5,000 | -47% | -$5.65K | |||
| $6.15K | 0% | 10 | New | +$6.15K |
