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 | |
|---|---|---|---|---|---|---|---|
| $3.14K | 0% | 27 | New | +$3.14K | |||
| $3.12K | 0% | 90 | New | +$3.12K | |||
| $3.12K | 0% | 46 | New | +$3.12K | |||
| $3.11K | 0% | 52 | New | +$3.11K | |||
| $3.11K | 0% | 136 | New | +$3.11K | |||
| $3.11K | 0% | 50 | New | +$3.11K | |||
| $3.1K | 0% | 67 | New | +$3.1K | |||
| $3.03K | 0% | 115 | New | +$3.03K | |||
| $2.95K | 0% | 126 | New | +$2.95K | |||
| $2.85K | 0% | 1,000 | New | +$2.85K | |||
| $2.84K | 0% | 27 | New | +$2.84K | |||
| $2.81K | 0% | 246 | – | – | |||
| $2.79K | 0% | 90 | New | +$2.79K | |||
| $2.7K | 0% | 8 | New | +$2.7K | |||
| $2.69K | 0% | 15 | New | +$2.69K | |||
| $2.67K | 0% | 24 | New | +$2.67K | |||
| $2.63K | 0% | 35 | New | +$2.63K | |||
| $2.61K | 0% | 140 | New | +$2.61K | |||
| $2.57K | 0% | 169 | New | +$2.57K | |||
| $2.54K | 0% | 2,000 | New | +$2.54K | |||
| $2.52K | 0% | 12 | New | +$2.52K | |||
| $2.47K | 0% | 863 | New | +$2.47K | |||
| $2.42K | 0% | 17 | New | +$2.42K | |||
| $2.37K | 0% | 16 | New | +$2.37K | |||
| $2.36K | 0% | 16 | New | +$2.36K |
