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
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.14K﹤0.01%
+27
 New
+$3.14K
$3.12K﹤0.01%
+90
 New
+$3.12K
$3.12K﹤0.01%
+46
 New
+$3.12K
$3.11K﹤0.01%
+52
 New
+$3.11K
$3.11K﹤0.01%
+136
 New
+$3.11K
$3.11K﹤0.01%
+50
 New
+$3.11K
$3.1K﹤0.01%
+67
 New
+$3.1K
$3.03K﹤0.01%
+115
 New
+$3.03K
$2.95K﹤0.01%
+126
 New
+$2.95K
$2.85K﹤0.01%
+1,000
 New
+$2.85K
$2.84K﹤0.01%
+27
 New
+$2.84K
$2.81K﹤0.01% 246––
$2.79K﹤0.01%
+90
 New
+$2.79K
$2.7K﹤0.01%
+8
 New
+$2.7K
$2.69K﹤0.01%
+15
 New
+$2.69K
$2.67K﹤0.01%
+24
 New
+$2.67K
$2.63K﹤0.01%
+35
 New
+$2.63K
$2.61K﹤0.01%
+140
 New
+$2.61K
$2.57K﹤0.01%
+169
 New
+$2.57K
$2.54K﹤0.01%
+2,000
 New
+$2.54K
$2.52K﹤0.01%
+12
 New
+$2.52K
$2.47K﹤0.01%
+863
 New
+$2.47K
$2.42K﹤0.01%
+17
 New
+$2.42K
$2.37K﹤0.01%
+16
 New
+$2.37K
$2.36K﹤0.01%
+16
 New
+$2.36K
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