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
501
$1.63K ﹤0.01%
7
502
$1.61K ﹤0.01%
1,281
-390
503
$1.59K ﹤0.01%
88
504
$1.59K ﹤0.01%
39
505
$1.59K ﹤0.01%
25
506
$1.57K ﹤0.01%
100
+40
507
$1.56K ﹤0.01%
21
-1
508
$1.53K ﹤0.01%
136
509
$1.51K ﹤0.01%
27
510
$1.47K ﹤0.01%
5
511
$1.44K ﹤0.01%
200
512
$1.44K ﹤0.01%
37
513
$1.44K ﹤0.01%
5
514
$1.4K ﹤0.01%
25
515
$1.39K ﹤0.01%
68
516
$1.3K ﹤0.01%
125
-500
517
$1.27K ﹤0.01%
49
518
$1.26K ﹤0.01%
500
519
$1.25K ﹤0.01%
+12
520
$1.23K ﹤0.01%
+18
521
$1.22K ﹤0.01%
3
522
$1.2K ﹤0.01%
+50
523
$1.19K ﹤0.01%
79
+1
524
$1.18K ﹤0.01%
27
525
$1.13K ﹤0.01%
49
19 20
21
22 23