KWM

Kiker Wealth Management Portfolio holdings

AUM $147M
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
+$26.7M
Cap. Flow %
18.21%
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

1Technology7.76%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.36K0%60 New
+$2.36K
$2.33K0%5 New
+$2.33K
$2.25K0%124 New
+$2.25K
$2.24K0%20 New
+$2.24K
$2.22K0%94 New
+$2.22K
$2.2K0%37 New
+$2.2K
$2.17K0%10 New
+$2.17K
$2.15K0%71 ––
$2.14K0%200 New
+$2.14K
$2.11K0%69 New
+$2.11K
$2.1K0%82 New
+$2.1K
$2.04K0%700 New
+$2.04K
$1.98K0%41 New
+$1.98K
$1.94K0%50 New
+$1.94K
$1.94K0%78 New
+$1.94K
$1.91K0%21 New
+$1.91K
$1.91K0%30 ––
$1.9K0%6 New
+$1.9K
$1.88K0%55 ––
$1.87K0%37 New
+$1.87K
$1.87K0%33 New
+$1.87K
$1.84K0%35 New
+$1.84K
$1.82K0%32 ––
$1.82K0%5 New
+$1.82K
$1.81K0%50 New
+$1.81K
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