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 | |
|---|---|---|---|---|---|---|---|
| $1.24M | 0.85% | 72,770 -3,985 | -5% | -$68.1K | |||
| $1.24M | 0.85% | 41,476 | New | +$1.24M | |||
| $1.24M | 0.85% | 18,907 | New | +$1.24M | |||
| $1.22M | 0.84% | 7,379 +399 | +6% | +$66.2K | |||
| $1.22M | 0.83% | 5,464 | New | +$1.22M | |||
| $1.19M | 0.81% | 78,693 -1,944 | -2% | -$29.5K | |||
| $1.19M | 0.81% | 39,847 | New | +$1.19M | |||
| $1.16M | 0.79% | 58,067 -2,225 | -4% | -$44.5K | |||
| $1.14M | 0.78% | 16,967 | New | +$1.14M | |||
| $1.1M | 0.75% | 15,261 -170 | -1% | -$12.3K | |||
| $1.01M | 0.69% | 18,378 -599 | -3% | -$32.9K | |||
| $983K | 0.67% | 15,472 -330 | -2% | -$21K | |||
| $922K | 0.63% | 5,771 -160 | -3% | -$25.6K | |||
| $855K | 0.58% | 11,961 -219 | -2% | -$15.7K | |||
| $806K | 0.55% | 5,267 -201 | -4% | -$30.7K | |||
| $780K | 0.53% | 9,410 | New | +$780K | |||
| $742K | 0.51% | 10,364 -197 | -2% | -$14.1K | |||
| $704K | 0.48% | 2,257 -9 | -0.4% | -$2.81K | |||
| $690K | 0.47% | 2,393 -95 | -4% | -$27.4K | |||
| $672K | 0.46% | 2,702 -199 | -7% | -$49.5K | |||
| $656K | 0.45% | 14,457 -1,147 | -7% | -$52K | |||
| $651K | 0.44% | 11,049 | New | +$651K | |||
| $643K | 0.44% | 13,992 +38 | +0.3% | +$1.75K | |||
| $632K | 0.43% | 15,836 -588 | -4% | -$23.5K | |||
| $628K | 0.43% | 1,674 -229 | -12% | -$85.9K |
