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
$1.8K0%134 New
+$1.8K
$1.79K0%35 ––
$1.78K0%25 ––
$1.77K0%24 New
+$1.77K
$1.75K0%27 New
+$1.75K
$1.73K0%56 New
+$1.73K
$1.72K0%27 New
+$1.72K
$1.72K0%88 New
+$1.72K
$1.72K0%60 New
+$1.72K
$1.72K0%18 New
+$1.72K
$1.72K0%243 New
+$1.72K
$1.71K0%70 New
+$1.71K
$1.69K0%44 New
+$1.69K
$1.67K0%29 New
+$1.67K
$1.64K0%30 ––
$1.64K0%3 New
+$1.64K
$1.59K0%6 New
+$1.59K
$1.58K0%7 New
+$1.58K
$1.54K0%5 New
+$1.54K
$1.52K0%50 New
+$1.52K
$1.51K0%49 ––
$1.49K0%3 New
+$1.49K
$1.46K0%39 ––
$1.44K0%136 New
+$1.44K
$1.41K0%27 New
+$1.41K
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