KWM

Kiker Wealth Management Portfolio holdings

AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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
$1.18M
2
$1.1M
3
$1.05M
4
$745K
5
$525K

Sector Composition

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.36K﹤0.01%
+60
 New
+$2.36K
$2.33K﹤0.01%
+5
 New
+$2.33K
$2.25K﹤0.01%
+124
 New
+$2.25K
$2.24K﹤0.01%
+20
 New
+$2.24K
$2.22K﹤0.01%
+94
 New
+$2.22K
$2.2K﹤0.01%
+37
 New
+$2.2K
$2.17K﹤0.01%
+10
 New
+$2.17K
$2.15K﹤0.01% 71––
$2.14K﹤0.01%
+200
 New
+$2.14K
$2.11K﹤0.01%
+69
 New
+$2.11K
$2.1K﹤0.01%
+82
 New
+$2.1K
$2.04K﹤0.01%
+700
 New
+$2.04K
$1.98K﹤0.01%
+41
 New
+$1.98K
$1.94K﹤0.01%
+50
 New
+$1.94K
$1.94K﹤0.01%
+78
 New
+$1.94K
$1.91K﹤0.01%
+21
 New
+$1.91K
$1.91K﹤0.01% 30––
$1.9K﹤0.01%
+6
 New
+$1.9K
$1.88K﹤0.01% 55––
$1.87K﹤0.01%
+37
 New
+$1.87K
$1.87K﹤0.01%
+33
 New
+$1.87K
$1.84K﹤0.01%
+35
 New
+$1.84K
$1.82K﹤0.01% 32––
$1.82K﹤0.01%
+5
 New
+$1.82K
$1.81K﹤0.01%
+50
 New
+$1.81K
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