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
401
$7.58K 0.01%
+321
402
$7.53K 0.01%
40
403
$7.38K 0.01%
+100
404
$7.27K 0.01%
+236
405
$7.26K 0.01%
+232
406
$7.2K ﹤0.01%
+50
407
$7.18K ﹤0.01%
+169
408
$7.17K ﹤0.01%
+60
409
$7.16K ﹤0.01%
+171
410
$6.98K ﹤0.01%
+200
411
$6.93K ﹤0.01%
+364
412
$6.92K ﹤0.01%
+175
413
$6.84K ﹤0.01%
+101
414
$6.79K ﹤0.01%
+100
415
$6.74K ﹤0.01%
+73
416
$6.63K ﹤0.01%
+61
417
$6.62K ﹤0.01%
+284
418
$6.55K ﹤0.01%
+452
419
$6.48K ﹤0.01%
+51
420
$6.46K ﹤0.01%
+120
421
$6.44K ﹤0.01%
+300
422
$6.43K ﹤0.01%
+625
423
$6.42K ﹤0.01%
+199
424
$6.38K ﹤0.01%
5,650
-5,000
425
$6.15K ﹤0.01%
+10
15 16
17
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