KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
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 Change
in Stake 		Capital Flow
526
$2.36K ﹤0.01%
+60
527
$2.33K ﹤0.01%
+5
528
$2.25K ﹤0.01%
+124
529
$2.24K ﹤0.01%
+20
530
$2.22K ﹤0.01%
+94
531
$2.2K ﹤0.01%
+37
532
$2.17K ﹤0.01%
+10
533
$2.15K ﹤0.01%
71
534
$2.14K ﹤0.01%
+200
535
$2.11K ﹤0.01%
+69
536
$2.1K ﹤0.01%
+82
537
$2.04K ﹤0.01%
+700
538
$1.98K ﹤0.01%
+41
539
$1.94K ﹤0.01%
+50
540
$1.94K ﹤0.01%
+78
541
$1.91K ﹤0.01%
+21
542
$1.91K ﹤0.01%
30
543
$1.9K ﹤0.01%
+6
544
$1.88K ﹤0.01%
55
545
$1.87K ﹤0.01%
+37
546
$1.87K ﹤0.01%
+33
547
$1.83K ﹤0.01%
+35
548
$1.82K ﹤0.01%
32
549
$1.82K ﹤0.01%
+5
550
$1.81K ﹤0.01%
+50
20 21
22
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