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
476
$4.17K ﹤0.01%
+38
477
$4.14K ﹤0.01%
+110
478
$4.14K ﹤0.01%
114
479
$4.11K ﹤0.01%
+162
480
$4.03K ﹤0.01%
+20
481
$3.98K ﹤0.01%
+39
482
$3.94K ﹤0.01%
+30
483
$3.9K ﹤0.01%
+57
484
$3.88K ﹤0.01%
+1,671
485
$3.82K ﹤0.01%
66
486
$3.81K ﹤0.01%
+169
487
$3.69K ﹤0.01%
+18
488
$3.67K ﹤0.01%
+32
489
$3.66K ﹤0.01%
+63
490
$3.66K ﹤0.01%
+150
491
$3.65K ﹤0.01%
+110
492
$3.64K ﹤0.01%
+46
493
$3.62K ﹤0.01%
+12
494
$3.58K ﹤0.01%
+88
495
$3.56K ﹤0.01%
+500
496
$3.5K ﹤0.01%
+13
497
$3.49K ﹤0.01%
+40
498
$3.47K ﹤0.01%
+20
499
$3.44K ﹤0.01%
+36
500
$3.36K ﹤0.01%
+23
18 19
20
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