KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
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
553
Increased
44
Reduced
64
Closed
18
Top Buys
| 1 |
Equinor
EQNR
|
+$1.64M |
| 2 |
TEGNA Inc
TGNA
|
+$1.45M |
| 3 |
Jabil
JBL
|
+$1.43M |
| 4 |
Energizer
ENR
|
+$1.24M |
| 5 |
Amphenol
APH
|
+$1.24M |
Top Sells
| 1 |
Comfort Systems
FIX
|
+$1.18M |
| 2 |
Edgewell Personal Care
EPC
|
+$1.1M |
| 3 |
Burlington
BURL
|
+$1.05M |
| 4 |
RLJ Lodging Trust
RLJ
|
+$745K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Post Holdings
POST
$5.75B
| $3.14K | ﹤0.01% |
+27
| New | +$3.14K |
|
502
York Water
YORW
$442M
| $3.12K | ﹤0.01% |
+90
| New | +$3.12K |
|
503
eBay
EBAY
$42.2B
| $3.12K | ﹤0.01% |
+46
| New | +$3.12K |
|
|
SGI
504
Somnigroup International Inc.
SGI
$17.7B
| $3.11K | ﹤0.01% |
+52
| New | +$3.11K |
|
505
Global Ship Lease
GSL
$1.13B
| $3.11K | ﹤0.01% |
+136
| New | +$3.11K |
|
506
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$854M
| $3.11K | ﹤0.01% |
+50
| New | +$3.11K |
|
507
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $3.1K | ﹤0.01% |
+67
| New | +$3.1K |
|
508
Invesco DB Agriculture Fund
DBA
$802M
| $3.03K | ﹤0.01% |
+115
| New | +$3.03K |
|
509
Schwab U.S Small- Cap ETF
SCHA
$18.7B
| $2.95K | ﹤0.01% |
+126
| New | +$2.95K |
|
510
B2Gold
BTG
$5.6B
| $2.85K | ﹤0.01% |
+1,000
| New | +$2.85K |
|
511
Okta
OKTA
$16.5B
| $2.84K | ﹤0.01% |
+27
| New | +$2.84K |
|
512
iShares Global Clean Energy ETF
ICLN
$1.56B
| $2.81K | ﹤0.01% |
246
| – | – |
|
513
Hormel Foods
HRL
$14B
| $2.79K | ﹤0.01% |
+90
| New | +$2.79K |
|
514
CyberArk
CYBR
$23.7B
| $2.7K | ﹤0.01% |
+8
| New | +$2.7K |
|
515
Capital One
COF
$142B
| $2.69K | ﹤0.01% |
+15
| New | +$2.69K |
|
516
Churchill Downs
CHDN
$6.85B
| $2.67K | ﹤0.01% |
+24
| New | +$2.67K |
|
517
Dollar Tree
DLTR
$19.6B
| $2.63K | ﹤0.01% |
+35
| New | +$2.63K |
|
518
Compass Diversified
CODI
$536M
| $2.61K | ﹤0.01% |
+140
| New | +$2.61K |
|
519
NOV
NOV
$4.85B
| $2.57K | ﹤0.01% |
+169
| New | +$2.57K |
|
|
SLI
520
Standard Lithium
SLI
$571M
| $2.54K | ﹤0.01% |
+2,000
| New | +$2.54K |
|
521
Assurant
AIZ
$10.7B
| $2.52K | ﹤0.01% |
+12
| New | +$2.52K |
|
|
MTA
522
Metalla Royalty & Streaming
MTA
$515M
| $2.47K | ﹤0.01% |
+863
| New | +$2.47K |
|
523
Kimberly-Clark
KMB
$43.5B
| $2.42K | ﹤0.01% |
+17
| New | +$2.42K |
|
524
AptarGroup
ATR
$9.03B
| $2.37K | ﹤0.01% |
+16
| New | +$2.37K |
|
525
Cincinnati Financial
CINF
$24B
| $2.36K | ﹤0.01% |
+16
| New | +$2.36K |
|