KWM
Kiker Wealth Management Portfolio holdings
AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M (+19%)
Cap. Flow
+$23.3M
Cap. Flow % of AUM
15.89%
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 | $1.18M | |
| 2 | $1.1M | |
| 3 | $1.05M | |
| 4 | $745K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.04K | ﹤0.01% | +171 | New | +$6.04K | |||
| $5.98K | ﹤0.01% | +100 | New | +$5.98K | |||
| $5.94K | ﹤0.01% | +65 | New | +$5.94K | |||
| $5.91K | ﹤0.01% | +380 | New | +$5.91K | |||
| $5.89K | ﹤0.01% | +64 | New | +$5.89K | |||
| $5.88K | ﹤0.01% | +130 | New | +$5.88K | |||
| $5.77K | ﹤0.01% | +482 | New | +$5.77K | |||
| $5.73K | ﹤0.01% | +282 | New | +$5.73K | |||
| $5.49K | ﹤0.01% | +137 | New | +$5.49K | |||
| $5.48K | ﹤0.01% | +50 | New | +$5.48K | |||
| $5.47K | ﹤0.01% | +550 | New | +$5.47K | |||
| $5.37K | ﹤0.01% | +243 | New | +$5.37K | |||
| $5.35K | ﹤0.01% | 72 | – | – | |||
| $5.32K | ﹤0.01% | +957 | New | +$5.32K | |||
| $5.26K | ﹤0.01% | 52 | – | – | |||
| $5.21K | ﹤0.01% | +50 | New | +$5.21K | |||
| $5.16K | ﹤0.01% | +59 | New | +$5.16K | |||
| $5.12K | ﹤0.01% | +111 | New | +$5.12K | |||
| $5.12K | ﹤0.01% | +30 | New | +$5.12K | |||
| $5K | ﹤0.01% | +228 | New | +$5K | |||
| $4.99K | ﹤0.01% | +350 | New | +$4.99K | |||
| $4.93K | ﹤0.01% | +1,154 | New | +$4.93K | |||
| $4.88K | ﹤0.01% | +316 | New | +$4.88K | |||
| $4.85K | ﹤0.01% | 190 | – | – | |||
| $4.82K | ﹤0.01% | +145 | New | +$4.82K |
