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
526
$1.09K ﹤0.01%
29
527
$1.02K ﹤0.01%
52
528
$986 ﹤0.01%
9
529
$952 ﹤0.01%
15
-51
530
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531
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30
532
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-11
533
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534
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536
$846 ﹤0.01%
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537
$818 ﹤0.01%
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538
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$794 ﹤0.01%
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540
$786 ﹤0.01%
+150
541
$777 ﹤0.01%
+4
542
$774 ﹤0.01%
2
543
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544
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546
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547
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548
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100
549
$671 ﹤0.01%
143
550
$662 ﹤0.01%
1,351
20 21
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23 24