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
$1.38K0%21 New
+$1.38K
$1.37K0%200 New
+$1.37K
$1.37K0%38 New
+$1.37K
$1.37K0%68 New
+$1.37K
$1.34K0%6 New
+$1.34K
$1.33K0%33 New
+$1.33K
$1.33K0%25 ––
$1.31K0%14 ––
$1.29K0%78 ––
$1.27K0%200 New
+$1.27K
$1.26K0%10 New
+$1.26K
$1.25K0%49 New
+$1.25K
$1.22K0%27 New
+$1.22K
$1.22K0%5 New
+$1.22K
$1.22K0%140 New
+$1.22K
$1.21K0%7 New
+$1.21K
$1.2K0%66 New
+$1.2K
$1.2K0%88 New
+$1.2K
$1.16K0%10 New
+$1.16K
$1.13K0%49
-182
-79%
-$4.18K
$1.09K0%10 New
+$1.09K
$1.04K0%27 New
+$1.04K
$1.04K0%29 New
+$1.04K
$1.04K0%65 New
+$1.04K
$1.03K0%9 New
+$1.03K
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