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
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$748﹤0.01%
+37
 New
+$748
$737﹤0.01%
+2
 New
+$737
$735﹤0.01%
+10
 New
+$735
$725﹤0.01%
+4
 New
+$725
$715﹤0.01%
+143
 New
+$715
$690﹤0.01%
+2
 New
+$690
$690﹤0.01%
+60
 New
+$690
$668﹤0.01%
+11
 New
+$668
$650﹤0.01%
+20
 New
+$650
$647﹤0.01%
+7
 New
+$647
$643﹤0.01%
+19
 New
+$643
$586﹤0.01%
+15
 New
+$586
$563﹤0.01%
+8
 New
+$563
$559﹤0.01%
+26
 New
+$559
$550﹤0.01%
+1
 New
+$550
$540﹤0.01%
+20
 New
+$540
$534﹤0.01%
+1,351
 New
+$534
$530﹤0.01%
+21
 New
+$530
$523﹤0.01%
+250
 New
+$523
$469﹤0.01%
+1
 New
+$469
$462﹤0.01%
+16
 New
+$462
$452﹤0.01%
+9
 New
+$452
$438﹤0.01%
+115
 New
+$438
$435﹤0.01%
+1
 New
+$435
$432﹤0.01%
+40
 New
+$432
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