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
26
$1.24M 0.85%
72,770
-3,985
27
$1.24M 0.85%
+41,476
28
$1.24M 0.85%
+18,907
29
$1.22M 0.84%
7,379
+399
30
$1.22M 0.83%
+5,464
31
$1.19M 0.81%
78,693
-1,944
32
$1.19M 0.81%
+39,847
33
$1.16M 0.79%
58,067
-2,225
34
$1.14M 0.78%
+16,967
35
$1.1M 0.75%
15,261
-170
36
$1.01M 0.69%
18,378
-599
37
$983K 0.67%
15,472
-330
38
$922K 0.63%
5,771
-160
39
$855K 0.58%
11,961
-219
40
$806K 0.55%
5,267
-201
41
$780K 0.53%
+9,410
42
$742K 0.51%
10,364
-197
43
$704K 0.48%
2,257
-9
44
$690K 0.47%
2,393
-95
45
$672K 0.46%
2,702
-199
46
$656K 0.45%
14,457
-1,147
47
$651K 0.44%
+11,049
48
$643K 0.44%
13,992
+38
49
$632K 0.43%
15,836
-588
50
$628K 0.43%
1,674
-229
1
2
3 4 5