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
476
$2.38K ﹤0.01%
89
+53
477
$2.37K ﹤0.01%
12
478
$2.36K ﹤0.01%
64
+26
479
$2.35K ﹤0.01%
5
480
$2.33K ﹤0.01%
69
481
$2.19K ﹤0.01%
17
482
$2.18K ﹤0.01%
243
483
$2.18K ﹤0.01%
30
484
$2.17K ﹤0.01%
11
-7
485
$2.12K ﹤0.01%
3
486
$2.11K ﹤0.01%
72
-73
487
$2.1K ﹤0.01%
20
488
$2.1K ﹤0.01%
70
489
$2.1K ﹤0.01%
169
490
$1.99K ﹤0.01%
17
-200
491
$1.99K ﹤0.01%
+60
492
$1.94K ﹤0.01%
71
493
$1.92K ﹤0.01%
24
494
$1.92K ﹤0.01%
50
495
$1.91K ﹤0.01%
27
496
$1.9K ﹤0.01%
32
497
$1.85K ﹤0.01%
33
498
$1.78K ﹤0.01%
30
499
$1.67K ﹤0.01%
+3
500
$1.66K ﹤0.01%
10
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