KWM
Kiker Wealth Management Portfolio holdings
AUM $147M
AUM
$147M
AUM Growth
+$23.1M (+19%)
Cap. Flow
+$26.7M
Cap. Flow % of AUM
18.21%
Top 10 Holdings %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
| 1 | Technology | 7.76% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.02K | 0% | 43 | – | – | |||
| $1.02K | 0% | 500 | New | +$1.02K | |||
| $993 | 0% | 36 | New | +$993 | |||
| $988 | 0% | 5 | New | +$988 | |||
| $971 | 0% | 52 | New | +$971 | |||
| $968 | 0% | 36 | New | +$968 | |||
| $967 | 0% | 111 | New | +$967 | |||
| $926 | 0% | 7 | New | +$926 | |||
| $914 | 0% | 30 | – | – | |||
| $898 | 0% | 30 | – | – | |||
| $896 | 0% | 25 | New | +$896 | |||
| $877 | 0% | 20 | New | +$877 | |||
| $875 | 0% | 5 | New | +$875 | |||
| $874 | 0% | 15 | New | +$874 | |||
| $833 | 0% | 9 | New | +$833 | |||
| $823 | 0% | 17 | New | +$823 | |||
| $822 | 0% | 4 | New | +$822 | |||
| $816 | 0% | 220 | New | +$816 | |||
| $815 | 0% | 1 | New | +$815 | |||
| $803 | 0% | 13 | New | +$803 | |||
| $801 | 0% | 9 | – | – | |||
| $787 | 0% | 325 | New | +$787 | |||
| $775 | 0% | 32 | New | +$775 | |||
| $774 | 0% | 32 | New | +$774 | |||
| $767 | 0% | 2 | New | +$767 |
