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
426
$6.04K ﹤0.01%
+171
427
$5.98K ﹤0.01%
+100
428
$5.94K ﹤0.01%
+65
429
$5.91K ﹤0.01%
+380
430
$5.89K ﹤0.01%
+64
431
$5.88K ﹤0.01%
+130
432
$5.76K ﹤0.01%
+482
433
$5.73K ﹤0.01%
+56
434
$5.49K ﹤0.01%
+137
435
$5.48K ﹤0.01%
+50
436
$5.47K ﹤0.01%
+550
437
$5.37K ﹤0.01%
+243
438
$5.35K ﹤0.01%
72
439
$5.32K ﹤0.01%
+957
440
$5.26K ﹤0.01%
52
441
$5.21K ﹤0.01%
+50
442
$5.16K ﹤0.01%
+59
443
$5.12K ﹤0.01%
+111
444
$5.12K ﹤0.01%
+30
445
$5K ﹤0.01%
+228
446
$4.99K ﹤0.01%
+350
447
$4.93K ﹤0.01%
+1,154
448
$4.88K ﹤0.01%
+316
449
$4.85K ﹤0.01%
190
450
$4.82K ﹤0.01%
+145
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