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 (+19%)
Cap. Flow
+$23.3M
Cap. Flow % of AUM
15.89%
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 | $1.18M | |
| 2 | $1.1M | |
| 3 | $1.05M | |
| 4 | $745K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.02K | ﹤0.01% | 43 | – | – | |||
| $1.02K | ﹤0.01% | +500 | New | +$1.02K | |||
| $993 | ﹤0.01% | +36 | New | +$993 | |||
| $988 | ﹤0.01% | +5 | New | +$988 | |||
| $971 | ﹤0.01% | +52 | New | +$971 | |||
| $968 | ﹤0.01% | +36 | New | +$968 | |||
| $967 | ﹤0.01% | +111 | New | +$967 | |||
| $926 | ﹤0.01% | +7 | New | +$926 | |||
| $914 | ﹤0.01% | 30 | – | – | |||
| $898 | ﹤0.01% | 30 | – | – | |||
| $896 | ﹤0.01% | +25 | New | +$896 | |||
| $877 | ﹤0.01% | +20 | New | +$877 | |||
| $875 | ﹤0.01% | +5 | New | +$875 | |||
| $874 | ﹤0.01% | +15 | New | +$874 | |||
| $833 | ﹤0.01% | +9 | New | +$833 | |||
| $823 | ﹤0.01% | +17 | New | +$823 | |||
| $822 | ﹤0.01% | +4 | New | +$822 | |||
| $816 | ﹤0.01% | +220 | New | +$816 | |||
| $815 | ﹤0.01% | +1 | New | +$815 | |||
| $803 | ﹤0.01% | +13 | New | +$803 | |||
| $801 | ﹤0.01% | 9 | – | – | |||
| $787 | ﹤0.01% | +325 | New | +$787 | |||
| $775 | ﹤0.01% | +32 | New | +$775 | |||
| $774 | ﹤0.01% | +32 | New | +$774 | |||
| $767 | ﹤0.01% | +2 | New | +$767 |
