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
401
$6.48K ﹤0.01%
68
-130
402
$6.46K ﹤0.01%
316
403
$6.45K ﹤0.01%
550
404
$6.35K ﹤0.01%
92
-9
405
$6.28K ﹤0.01%
100
406
$6.23K ﹤0.01%
300
407
$6.14K ﹤0.01%
30
408
$6.11K ﹤0.01%
42
-22
409
$6.1K ﹤0.01%
540
+40
410
$6.06K ﹤0.01%
59
411
$5.88K ﹤0.01%
122
-130
412
$5.77K ﹤0.01%
50
413
$5.73K ﹤0.01%
957
414
$5.72K ﹤0.01%
52
415
$5.7K ﹤0.01%
100
-1,292
416
$5.68K ﹤0.01%
1,154
417
$5.64K ﹤0.01%
+281
418
$5.49K ﹤0.01%
64
419
$5.46K ﹤0.01%
113
420
$5.3K ﹤0.01%
200
421
$5.27K ﹤0.01%
111
422
$5.23K ﹤0.01%
482
+444
423
$5.14K ﹤0.01%
50
424
$5.13K ﹤0.01%
670
425
$5.12K ﹤0.01%
19
15 16
17
18 19