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
601
$1.02K ﹤0.01%
43
602
$1.02K ﹤0.01%
+500
603
$993 ﹤0.01%
+36
604
$988 ﹤0.01%
+5
605
$971 ﹤0.01%
+52
606
$968 ﹤0.01%
+36
607
$967 ﹤0.01%
+111
608
$926 ﹤0.01%
+7
609
$914 ﹤0.01%
30
610
$898 ﹤0.01%
30
611
$896 ﹤0.01%
+25
612
$877 ﹤0.01%
+20
613
$875 ﹤0.01%
+5
614
$874 ﹤0.01%
+15
615
$833 ﹤0.01%
+9
616
$823 ﹤0.01%
+17
617
$822 ﹤0.01%
+4
618
$816 ﹤0.01%
+220
619
$815 ﹤0.01%
+1
620
$803 ﹤0.01%
+13
621
$801 ﹤0.01%
9
622
$787 ﹤0.01%
+33
623
$775 ﹤0.01%
+32
624
$774 ﹤0.01%
+32
625
$767 ﹤0.01%
+2
23 24
25
26 27