KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$525K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.38K ﹤0.01%
+22
577
$1.37K ﹤0.01%
+200
578
$1.37K ﹤0.01%
+38
579
$1.37K ﹤0.01%
+68
580
$1.34K ﹤0.01%
+6
581
$1.33K ﹤0.01%
+33
582
$1.32K ﹤0.01%
25
583
$1.31K ﹤0.01%
14
584
$1.29K ﹤0.01%
78
585
$1.27K ﹤0.01%
+200
586
$1.26K ﹤0.01%
+10
587
$1.25K ﹤0.01%
+49
588
$1.22K ﹤0.01%
+27
589
$1.22K ﹤0.01%
+5
590
$1.22K ﹤0.01%
+140
591
$1.21K ﹤0.01%
+7
592
$1.2K ﹤0.01%
+66
593
$1.2K ﹤0.01%
+88
594
$1.16K ﹤0.01%
+10
595
$1.13K ﹤0.01%
49
-182
596
$1.09K ﹤0.01%
+10
597
$1.04K ﹤0.01%
+27
598
$1.04K ﹤0.01%
+29
599
$1.03K ﹤0.01%
+65
600
$1.03K ﹤0.01%
+9
22 23
24
25 26