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
26
$1.55M 0.87%
+23,972
27
$1.53M 0.86%
60,871
-1,123
28
$1.46M 0.82%
+35,910
29
$1.45M 0.82%
+85,239
30
$1.41M 0.8%
4,708
+4,658
31
$1.4M 0.79%
+2,610
32
$1.37M 0.77%
23,055
+4,677
33
$1.34M 0.76%
+127,005
34
$1.31M 0.74%
78,164
-1,682
35
$1.31M 0.74%
+8,992
36
$1.3M 0.73%
14,120
+8
37
$1.3M 0.73%
56,540
-1,527
38
$1.17M 0.66%
5,692
-457
39
$987K 0.56%
2,442
+49
40
$853K 0.48%
6,258
-77
41
$850K 0.48%
11,752
-209
42
$827K 0.47%
32,607
+6,603
43
$797K 0.45%
2,703
+1
44
$785K 0.44%
5,669
-102
45
$763K 0.43%
+9,179
46
$734K 0.41%
14,097
+105
47
$733K 0.41%
10,365
+1
48
$720K 0.41%
5,057
-210
49
$706K 0.4%
15,454
-382
50
$699K 0.39%
28,534
+7,764
1
2
3 4 5