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
$1.38K﹤0.01%
+21
 New
+$1.38K
$1.37K﹤0.01%
+200
 New
+$1.37K
$1.37K﹤0.01%
+38
 New
+$1.37K
$1.37K﹤0.01%
+68
 New
+$1.37K
$1.34K﹤0.01%
+6
 New
+$1.34K
$1.33K﹤0.01%
+33
 New
+$1.33K
$1.33K﹤0.01% 25––
$1.31K﹤0.01% 14––
$1.29K﹤0.01% 78––
$1.27K﹤0.01%
+200
 New
+$1.27K
$1.26K﹤0.01%
+10
 New
+$1.26K
$1.25K﹤0.01%
+49
 New
+$1.25K
$1.22K﹤0.01%
+27
 New
+$1.22K
$1.22K﹤0.01%
+5
 New
+$1.22K
$1.22K﹤0.01%
+140
 New
+$1.22K
$1.21K﹤0.01%
+7
 New
+$1.21K
$1.2K﹤0.01%
+66
 New
+$1.2K
$1.2K﹤0.01%
+88
 New
+$1.2K
$1.16K﹤0.01%
+10
 New
+$1.16K
$1.13K﹤0.01% 49
-182
-79%
-$4.18K
$1.09K﹤0.01%
+10
 New
+$1.09K
$1.04K﹤0.01%
+27
 New
+$1.04K
$1.04K﹤0.01%
+29
 New
+$1.04K
$1.04K﹤0.01%
+65
 New
+$1.04K
$1.03K﹤0.01%
+9
 New
+$1.03K
1 222324252630