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
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.5M
3
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.88%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.8K ﹤0.01%
+134
552
$1.79K ﹤0.01%
35
553
$1.78K ﹤0.01%
25
554
$1.77K ﹤0.01%
+24
555
$1.75K ﹤0.01%
+27
556
$1.73K ﹤0.01%
+56
557
$1.72K ﹤0.01%
+27
558
$1.72K ﹤0.01%
+88
559
$1.72K ﹤0.01%
+60
560
$1.72K ﹤0.01%
+18
561
$1.72K ﹤0.01%
+243
562
$1.71K ﹤0.01%
+70
563
$1.69K ﹤0.01%
+44
564
$1.67K ﹤0.01%
+29
565
$1.64K ﹤0.01%
30
566
$1.64K ﹤0.01%
+3
567
$1.59K ﹤0.01%
+6
568
$1.58K ﹤0.01%
+7
569
$1.54K ﹤0.01%
+5
570
$1.52K ﹤0.01%
+50
571
$1.51K ﹤0.01%
49
572
$1.49K ﹤0.01%
+3
573
$1.46K ﹤0.01%
39
574
$1.44K ﹤0.01%
+136
575
$1.41K ﹤0.01%
+27
21 22
23
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