KWM
Kiker Wealth Management Portfolio holdings
AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M (+19%)
Cap. Flow
+$23.3M
Cap. Flow % of AUM
15.89%
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 | $1.18M | |
| 2 | $1.1M | |
| 3 | $1.05M | |
| 4 | $745K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.17K | ﹤0.01% | +38 | New | +$4.17K | |||
| $4.14K | ﹤0.01% | +110 | New | +$4.14K | |||
| $4.14K | ﹤0.01% | 114 | – | – | |||
| $4.11K | ﹤0.01% | +162 | New | +$4.11K | |||
| $4.03K | ﹤0.01% | +20 | New | +$4.03K | |||
| $3.99K | ﹤0.01% | +39 | New | +$3.99K | |||
| $3.94K | ﹤0.01% | +30 | New | +$3.94K | |||
| $3.9K | ﹤0.01% | +57 | New | +$3.9K | |||
| $3.89K | ﹤0.01% | +1,671 | New | +$3.89K | |||
| $3.82K | ﹤0.01% | 66 | – | – | |||
| $3.81K | ﹤0.01% | +169 | New | +$3.81K | |||
| $3.69K | ﹤0.01% | +18 | New | +$3.69K | |||
| $3.67K | ﹤0.01% | +32 | New | +$3.67K | |||
| $3.66K | ﹤0.01% | +63 | New | +$3.66K | |||
| $3.66K | ﹤0.01% | +150 | New | +$3.66K | |||
| $3.65K | ﹤0.01% | +110 | New | +$3.65K | |||
| $3.64K | ﹤0.01% | +46 | New | +$3.64K | |||
| $3.62K | ﹤0.01% | +12 | New | +$3.62K | |||
| $3.58K | ﹤0.01% | +88 | New | +$3.58K | |||
| $3.56K | ﹤0.01% | +500 | New | +$3.56K | |||
| $3.5K | ﹤0.01% | +13 | New | +$3.5K | |||
| $3.49K | ﹤0.01% | +40 | New | +$3.49K | |||
| $3.47K | ﹤0.01% | +20 | New | +$3.47K | |||
| $3.44K | ﹤0.01% | +36 | New | +$3.44K | |||
| $3.36K | ﹤0.01% | +23 | New | +$3.36K |
