We are live on ! Find out more
KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.46%
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
626
– –
0
627
– –
0
628
$2 ﹤0.01%
1
629
$1 ﹤0.01%
1
630
– –
-182
631
– –
-312
632
– –
-6
633
– –
-23
634
– –
-81
635
– –
-7
636
– –
-8
637
– –
-18,907
638
– –
-9
639
– –
-6
640
– –
-2
641
– –
-2,142
642
– –
-10
643
– –
-140
644
– –
-145
645
– –
-433
646
– –
-100
647
– –
-25
648
– –
-160
649
– –
-50
650
– –
-932
24 25
26
27 28