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 | |
|---|---|---|---|---|---|---|---|
| $4.17K | 0% | 38 | New | +$4.17K | |||
| $4.14K | 0% | 110 | New | +$4.14K | |||
| $4.14K | 0% | 114 | – | – | |||
| $4.11K | 0% | 162 | New | +$4.11K | |||
| $4.03K | 0% | 20 | New | +$4.03K | |||
| $3.99K | 0% | 39 | New | +$3.99K | |||
| $3.94K | 0% | 30 | New | +$3.94K | |||
| $3.9K | 0% | 57 | New | +$3.9K | |||
| $3.89K | 0% | 1,671 | New | +$3.89K | |||
| $3.82K | 0% | 66 | – | – | |||
| $3.81K | 0% | 169 | New | +$3.81K | |||
| $3.69K | 0% | 18 | New | +$3.69K | |||
| $3.67K | 0% | 32 | New | +$3.67K | |||
| $3.66K | 0% | 63 | New | +$3.66K | |||
| $3.66K | 0% | 150 | New | +$3.66K | |||
| $3.65K | 0% | 110 | New | +$3.65K | |||
| $3.64K | 0% | 46 | New | +$3.64K | |||
| $3.62K | 0% | 12 | New | +$3.62K | |||
| $3.58K | 0% | 88 | New | +$3.58K | |||
| $3.56K | 0% | 500 | New | +$3.56K | |||
| $3.5K | 0% | 13 | New | +$3.5K | |||
| $3.49K | 0% | 40 | New | +$3.49K | |||
| $3.47K | 0% | 20 | New | +$3.47K | |||
| $3.44K | 0% | 36 | New | +$3.44K | |||
| $3.36K | 0% | 23 | New | +$3.36K |
