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
601
$51 ﹤0.01%
15
-100
602
$47 ﹤0.01%
1
603
$46 ﹤0.01%
+71
604
$42 ﹤0.01%
+3
605
$39 ﹤0.01%
1
606
$37 ﹤0.01%
+1
607
$37 ﹤0.01%
20
608
$37 ﹤0.01%
+6
609
$34 ﹤0.01%
18
610
$33 ﹤0.01%
+10
611
$31 ﹤0.01%
1
612
$21 ﹤0.01%
17
613
$21 ﹤0.01%
1
-6,813
614
$20 ﹤0.01%
1
-3
615
$20 ﹤0.01%
+5
616
$20 ﹤0.01%
1
-72,769
617
$18 ﹤0.01%
2
618
$15 ﹤0.01%
+5
619
$14 ﹤0.01%
1
620
$14 ﹤0.01%
1
-6,086
621
– –
0
622
$9 ﹤0.01%
10
623
$8 ﹤0.01%
5
624
– –
0
625
– –
0
23 24
25
26 27