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 | |
|---|---|---|---|---|---|---|---|
| $6.04K | 0% | 171 | New | +$6.04K | |||
| $5.98K | 0% | 100 | New | +$5.98K | |||
| $5.94K | 0% | 65 | New | +$5.94K | |||
| $5.91K | 0% | 380 | New | +$5.91K | |||
| $5.89K | 0% | 64 | New | +$5.89K | |||
| $5.88K | 0% | 130 | New | +$5.88K | |||
| $5.77K | 0% | 482 | New | +$5.77K | |||
| $5.73K | 0% | 282 | New | +$5.73K | |||
| $5.49K | 0% | 137 | New | +$5.49K | |||
| $5.48K | 0% | 50 | New | +$5.48K | |||
| $5.47K | 0% | 550 | New | +$5.47K | |||
| $5.37K | 0% | 243 | New | +$5.37K | |||
| $5.35K | 0% | 72 | – | – | |||
| $5.32K | 0% | 957 | New | +$5.32K | |||
| $5.26K | 0% | 52 | – | – | |||
| $5.21K | 0% | 50 | New | +$5.21K | |||
| $5.16K | 0% | 59 | New | +$5.16K | |||
| $5.12K | 0% | 111 | New | +$5.12K | |||
| $5.12K | 0% | 30 | New | +$5.12K | |||
| $5K | 0% | 228 | New | +$5K | |||
| $4.99K | 0% | 350 | New | +$4.99K | |||
| $4.93K | 0% | 1,154 | New | +$4.93K | |||
| $4.88K | 0% | 316 | New | +$4.88K | |||
| $4.85K | 0% | 190 | – | – | |||
| $4.82K | 0% | 145 | New | +$4.82K |
