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
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.81K﹤0.01%
+214
 New
+$4.81K
$4.79K﹤0.01%
+670
 New
+$4.79K
$4.79K﹤0.01%
+28
 New
+$4.79K
$4.68K﹤0.01%
+700
 New
+$4.68K
$4.66K﹤0.01%
+128
 New
+$4.66K
$4.62K﹤0.01%
+75
 New
+$4.62K
$4.6K﹤0.01% 113––
$4.57K﹤0.01% 44––
$4.52K﹤0.01%
+433
 New
+$4.52K
$4.51K﹤0.01%
+40
 New
+$4.51K
$4.51K﹤0.01%
+43
 New
+$4.51K
$4.49K﹤0.01%
+48
 New
+$4.49K
$4.48K﹤0.01%
+118
 New
+$4.48K
$4.38K﹤0.01%
+160
 New
+$4.38K
$4.36K﹤0.01%
+16
 New
+$4.36K
$4.36K﹤0.01%
+230
 New
+$4.36K
$4.36K﹤0.01%
+207
 New
+$4.36K
$4.33K﹤0.01%
+2,595
 New
+$4.33K
$4.31K﹤0.01%
+104
 New
+$4.31K
$4.27K﹤0.01%
+700
 New
+$4.27K
$4.26K﹤0.01%
+60
 New
+$4.26K
$4.22K﹤0.01%
+200
 New
+$4.22K
$4.22K﹤0.01%
+19
 New
+$4.22K
$4.2K﹤0.01%
+62
 New
+$4.2K
$4.19K﹤0.01% 145
-72
-33%
-$2.08K
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