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
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.45M
3
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

1
+$5.09M
2
+$3.92M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$261 ﹤0.01%
27
577
$247 ﹤0.01%
412
578
$230 ﹤0.01%
475
579
$214 ﹤0.01%
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580
$213 ﹤0.01%
+413
581
$210 ﹤0.01%
+250
582
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583
$204 ﹤0.01%
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584
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585
$173 ﹤0.01%
4
586
$168 ﹤0.01%
4
587
$156 ﹤0.01%
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588
$151 ﹤0.01%
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589
$143 ﹤0.01%
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590
$138 ﹤0.01%
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591
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592
$122 ﹤0.01%
7
593
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+50
594
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1
595
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596
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+80
597
– –
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598
– –
0
599
$58 ﹤0.01%
1
-10,293
600
$56 ﹤0.01%
+5
22 23
24
25 26