KWM

Kiker Wealth Management Portfolio holdings

AUM $3.01M
1-Year Est. Return 31.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.53M
3
+$2.2M
4
FRO icon
Frontline
FRO
+$1.91M
5
ENVA icon
Enova International
ENVA
+$1.64M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYM icon
551
Symbotic
SYM
$6.18B
– –
-37
T icon
552
AT&T
T
$184B
– –
-7,228
TFC icon
553
Truist Financial
TFC
$64.9B
– –
-1,605
A icon
554
Agilent Technologies
A
$37.9B
– –
-300
AAL icon
555
American Airlines Group
AAL
$8.78B
– –
-136
ABM icon
556
ABM Industries
ABM
$2.77B
– –
-1,295
ACB
557
Aurora Cannabis
ACB
$230M
– –
-75
ACHR icon
558
Archer Aviation
ACHR
$5.28B
– –
-482
ADBE icon
559
Adobe
ADBE
$120B
– –
-2
ADI icon
560
Analog Devices
ADI
$152B
– –
-20
ADM icon
561
Archer Daniels Midland
ADM
$32.3B
– –
-1
AEM icon
562
Agnico Eagle Mines
AEM
$95.6B
– –
-2,015
AEP icon
563
American Electric Power
AEP
$64B
– –
-12
AER icon
564
AerCap
AER
$24.5B
– –
-39
AFRM icon
565
Affirm
AFRM
$19.9B
– –
-130
AG icon
566
First Majestic Silver
AG
$10.2B
– –
-1,300
AGI icon
567
Alamos Gold
AGI
$15.5B
– –
-6,665
AGQ icon
568
ProShares Ultra Silver
AGQ
$2.24B
– –
-111
AI icon
569
C3.ai
AI
$1.55B
– –
-107
AIZ icon
570
Assurant
AIZ
$11.9B
– –
-12
AL icon
571
Air Lease Corp
AL
$7.22B
– –
-41
ALL icon
572
Allstate
ALL
$52.1B
– –
-121
ALSN icon
573
Allison Transmission
ALSN
$9.05B
– –
-36
AMAT icon
574
Applied Materials
AMAT
$256B
– –
-58
AMC icon
575
AMC Entertainment Holdings
AMC
$713M
– –
-3,000
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