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
451
$3.54K ﹤0.01%
32
452
$3.54K ﹤0.01%
52
453
$3.48K ﹤0.01%
12
454
$3.47K ﹤0.01%
35
455
$3.46K ﹤0.01%
325
-3,075
456
$3.42K ﹤0.01%
46
457
$3.42K ﹤0.01%
36
458
$3.41K ﹤0.01%
+200
459
$3.28K ﹤0.01%
+36
460
$3.19K ﹤0.01%
15
461
$3.1K ﹤0.01%
152
-10
462
$3.05K ﹤0.01%
65
-1,267
463
$3.01K ﹤0.01%
115
464
$2.95K ﹤0.01%
29
-2,586
465
$2.93K ﹤0.01%
6
466
$2.86K ﹤0.01%
700
467
$2.84K ﹤0.01%
90
468
$2.72K ﹤0.01%
90
469
$2.63K ﹤0.01%
107
-100
470
$2.56K ﹤0.01%
35
471
$2.48K ﹤0.01%
75
-161
472
$2.45K ﹤0.01%
26
-63,052
473
$2.4K ﹤0.01%
41
474
$2.39K ﹤0.01%
+86
475
$2.38K ﹤0.01%
16
17 18
19
20 21