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 | |
|---|---|---|---|---|---|---|---|
| $748 | 0% | 37 | New | +$748 | |||
| $737 | 0% | 2 | New | +$737 | |||
| $735 | 0% | 10 | New | +$735 | |||
| $725 | 0% | 4 | New | +$725 | |||
| $715 | 0% | 143 | New | +$715 | |||
| $690 | 0% | 2 | New | +$690 | |||
| $690 | 0% | 60 | New | +$690 | |||
| $668 | 0% | 11 | New | +$668 | |||
| $650 | 0% | 20 | New | +$650 | |||
| $647 | 0% | 7 | New | +$647 | |||
| $643 | 0% | 19 | New | +$643 | |||
| $586 | 0% | 15 | New | +$586 | |||
| $563 | 0% | 8 | New | +$563 | |||
| $559 | 0% | 26 | New | +$559 | |||
| $550 | 0% | 1 | New | +$550 | |||
| $540 | 0% | 20 | New | +$540 | |||
| $534 | 0% | 1,351 | New | +$534 | |||
| $530 | 0% | 21 | New | +$530 | |||
| $523 | 0% | 250 | New | +$523 | |||
| $469 | 0% | 1 | New | +$469 | |||
| $462 | 0% | 16 | New | +$462 | |||
| $452 | 0% | 9 | New | +$452 | |||
| $438 | 0% | 115 | New | +$438 | |||
| $435 | 0% | 1 | New | +$435 | |||
| $432 | 0% | 40 | New | +$432 |
