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
$1.8K﹤0.01%
+134
 New
+$1.8K
$1.79K﹤0.01% 35––
$1.78K﹤0.01% 25––
$1.77K﹤0.01%
+24
 New
+$1.77K
$1.75K﹤0.01%
+27
 New
+$1.75K
$1.73K﹤0.01%
+56
 New
+$1.73K
$1.72K﹤0.01%
+27
 New
+$1.72K
$1.72K﹤0.01%
+88
 New
+$1.72K
$1.72K﹤0.01%
+60
 New
+$1.72K
$1.72K﹤0.01%
+18
 New
+$1.72K
$1.72K﹤0.01%
+243
 New
+$1.72K
$1.71K﹤0.01%
+70
 New
+$1.71K
$1.69K﹤0.01%
+44
 New
+$1.69K
$1.67K﹤0.01%
+29
 New
+$1.67K
$1.64K﹤0.01% 30––
$1.64K﹤0.01%
+3
 New
+$1.64K
$1.59K﹤0.01%
+6
 New
+$1.59K
$1.58K﹤0.01%
+7
 New
+$1.58K
$1.54K﹤0.01%
+5
 New
+$1.54K
$1.52K﹤0.01%
+50
 New
+$1.52K
$1.51K﹤0.01% 49––
$1.49K﹤0.01%
+3
 New
+$1.49K
$1.46K﹤0.01% 39––
$1.44K﹤0.01%
+136
 New
+$1.44K
$1.41K﹤0.01%
+27
 New
+$1.41K
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