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
$1.24M0.85% 72,770
-3,985
-5%
-$68.1K
$1.24M0.85%
+41,476
 New
+$1.24M
$1.24M0.85%
+18,907
 New
+$1.24M
$1.22M0.84% 7,379
+399
+6%
+$66.2K
$1.22M0.83%
+5,464
 New
+$1.22M
$1.19M0.81% 78,693
-1,944
-2%
-$29.5K
$1.19M0.81%
+39,847
 New
+$1.19M
$1.16M0.79% 58,067
-2,225
-4%
-$44.5K
$1.14M0.78%
+16,967
 New
+$1.14M
$1.1M0.75% 15,261
-170
-1%
-$12.3K
$1.01M0.69% 18,378
-599
-3%
-$32.9K
$983K0.67% 15,472
-330
-2%
-$21K
$922K0.63% 5,771
-160
-3%
-$25.6K
$855K0.58% 11,961
-219
-2%
-$15.7K
$806K0.55% 5,267
-201
-4%
-$30.7K
$780K0.53%
+9,410
 New
+$780K
$742K0.51% 10,364
-197
-2%
-$14.1K
$704K0.48% 2,257
-9
-0.4%
-$2.81K
$690K0.47% 2,393
-95
-4%
-$27.4K
$672K0.46% 2,702
-199
-7%
-$49.5K
$656K0.45% 14,457
-1,147
-7%
-$52K
$651K0.44%
+11,049
 New
+$651K
$643K0.44% 13,992
+38
+0.3%
+$1.75K
$632K0.43% 15,836
-588
-4%
-$23.5K
$628K0.43% 1,674
-229
-12%
-$85.9K
1234530