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
451
$4.81K ﹤0.01%
+214
452
$4.79K ﹤0.01%
+670
453
$4.79K ﹤0.01%
+28
454
$4.68K ﹤0.01%
+700
455
$4.66K ﹤0.01%
+128
456
$4.62K ﹤0.01%
+75
457
$4.6K ﹤0.01%
113
458
$4.57K ﹤0.01%
44
459
$4.52K ﹤0.01%
+433
460
$4.51K ﹤0.01%
+40
461
$4.51K ﹤0.01%
+43
462
$4.49K ﹤0.01%
+96
463
$4.48K ﹤0.01%
+118
464
$4.38K ﹤0.01%
+160
465
$4.36K ﹤0.01%
+16
466
$4.36K ﹤0.01%
+230
467
$4.36K ﹤0.01%
+207
468
$4.33K ﹤0.01%
+2,595
469
$4.31K ﹤0.01%
+104
470
$4.27K ﹤0.01%
+700
471
$4.26K ﹤0.01%
+60
472
$4.22K ﹤0.01%
+200
473
$4.22K ﹤0.01%
+19
474
$4.2K ﹤0.01%
+62
475
$4.18K ﹤0.01%
145
-72
17 18
19
20 21