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 | |
|---|---|---|---|---|---|---|---|
| $4.81K | 0% | 214 | New | +$4.81K | |||
| $4.79K | 0% | 670 | New | +$4.79K | |||
| $4.79K | 0% | 28 | New | +$4.79K | |||
| $4.68K | 0% | 700 | New | +$4.68K | |||
| $4.66K | 0% | 128 | New | +$4.66K | |||
| $4.62K | 0% | 75 | New | +$4.62K | |||
| $4.6K | 0% | 113 | – | – | |||
| $4.57K | 0% | 44 | – | – | |||
| $4.52K | 0% | 433 | New | +$4.52K | |||
| $4.51K | 0% | 40 | New | +$4.51K | |||
| $4.51K | 0% | 43 | New | +$4.51K | |||
| $4.49K | 0% | 48 | New | +$4.49K | |||
| $4.48K | 0% | 118 | New | +$4.48K | |||
| $4.38K | 0% | 160 | New | +$4.38K | |||
| $4.36K | 0% | 16 | New | +$4.36K | |||
| $4.36K | 0% | 230 | New | +$4.36K | |||
| $4.36K | 0% | 207 | New | +$4.36K | |||
| $4.33K | 0% | 2,595 | New | +$4.33K | |||
| $4.31K | 0% | 104 | New | +$4.31K | |||
| $4.27K | 0% | 700 | New | +$4.27K | |||
| $4.26K | 0% | 60 | New | +$4.26K | |||
| $4.22K | 0% | 200 | New | +$4.22K | |||
| $4.22K | 0% | 19 | New | +$4.22K | |||
| $4.2K | 0% | 62 | New | +$4.2K | |||
| $4.19K | 0% | 145 -72 | -33% | -$2.08K |
