KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$6.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.94%
+60,292
27
$1.15M 0.93%
+13,991
28
$1.14M 0.92%
+33,801
29
$1.12M 0.91%
+18,977
30
$1.11M 0.9%
+18,482
31
$1.05M 0.85%
+3,677
32
$950K 0.77%
+12,561
33
$877K 0.71%
+3,502
34
$868K 0.7%
+12,180
35
$818K 0.66%
+5,468
36
$802K 0.65%
+1,903
37
$797K 0.65%
+2,266
38
$789K 0.64%
+5,931
39
$761K 0.62%
+74,525
40
$721K 0.58%
+2,488
41
$658K 0.53%
+10,561
42
$651K 0.53%
+1,437
43
$641K 0.52%
+31,848
44
$638K 0.52%
+2,901
45
$624K 0.51%
+15,604
46
$614K 0.5%
+16,424
47
$613K 0.5%
+21,890
48
$586K 0.47%
+3,138
49
$547K 0.44%
+7,601
50
$544K 0.44%
+10,774
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