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
426
$5.07K ﹤0.01%
38
427
$5.06K ﹤0.01%
+135
428
$4.99K ﹤0.01%
150
429
$4.87K ﹤0.01%
110
430
$4.87K ﹤0.01%
10
431
$4.82K ﹤0.01%
44
-17
432
$4.76K ﹤0.01%
20
433
$4.66K ﹤0.01%
230
434
$4.58K ﹤0.01%
104
435
$4.56K ﹤0.01%
39
436
$4.47K ﹤0.01%
44
437
$4.45K ﹤0.01%
62
438
$4.4K ﹤0.01%
110
439
$4.33K ﹤0.01%
114
440
$4.15K ﹤0.01%
13
441
$4.12K ﹤0.01%
2,100
+100
442
$4.07K ﹤0.01%
96
443
$4K ﹤0.01%
63
444
$3.98K ﹤0.01%
32
-191
445
$3.9K ﹤0.01%
46
446
$3.9K ﹤0.01%
29
-182
447
$3.88K ﹤0.01%
169
448
$3.67K ﹤0.01%
70
-18
449
$3.63K ﹤0.01%
2,595
450
$3.58K ﹤0.01%
136
16 17
18
19 20