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
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.5M
3
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.88%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.14K ﹤0.01%
+27
502
$3.12K ﹤0.01%
+90
503
$3.12K ﹤0.01%
+46
504
$3.11K ﹤0.01%
+52
505
$3.11K ﹤0.01%
+136
506
$3.11K ﹤0.01%
+50
507
$3.1K ﹤0.01%
+67
508
$3.03K ﹤0.01%
+115
509
$2.95K ﹤0.01%
+126
510
$2.85K ﹤0.01%
+1,000
511
$2.84K ﹤0.01%
+27
512
$2.81K ﹤0.01%
246
513
$2.79K ﹤0.01%
+90
514
$2.7K ﹤0.01%
+8
515
$2.69K ﹤0.01%
+15
516
$2.67K ﹤0.01%
+24
517
$2.63K ﹤0.01%
+35
518
$2.61K ﹤0.01%
+140
519
$2.57K ﹤0.01%
+169
520
$2.54K ﹤0.01%
+2,000
521
$2.52K ﹤0.01%
+12
522
$2.47K ﹤0.01%
+863
523
$2.42K ﹤0.01%
+17
524
$2.37K ﹤0.01%
+16
525
$2.36K ﹤0.01%
+16
19 20
21
22 23