KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.84%
126,403
+41,164
27
$1.65M 0.84%
16,872
-555
28
$1.64M 0.83%
+14,282
29
$1.61M 0.81%
21,552
-587
30
$1.57M 0.79%
+32,057
31
$1.56M 0.79%
316,161
+189,156
32
$1.54M 0.78%
75,655
-2,509
33
$1.52M 0.77%
4,857
+149
34
$1.51M 0.76%
+11,749
35
$1.46M 0.74%
9,805
+813
36
$1.43M 0.72%
58,609
-2,262
37
$1.39M 0.7%
22,503
-552
38
$1.35M 0.68%
55,131
-1,409
39
$1.34M 0.68%
14,128
+8
40
$1.28M 0.64%
5,013
-679
41
$1.14M 0.58%
6,274
+16
42
$1.11M 0.56%
7,161
+5,287
43
$1.07M 0.54%
13,948
-149
44
$960K 0.48%
32,407
-200
45
$884K 0.45%
9,485
+306
46
$841K 0.43%
11,050
-702
47
$796K 0.4%
2,469
+27
48
$728K 0.37%
15,195
-259
49
$692K 0.35%
4,501
+2,611
50
$691K 0.35%
3,629
+911
1
2
3 4 5