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 | |
|---|---|---|---|---|---|---|---|
| $430 | 0% | 31 | New | +$430 | |||
| $428 | 0% | 9 | New | +$428 | |||
| $416 | 0% | 100 | New | +$416 | |||
| $402 | 0% | 27 | New | +$402 | |||
| $398 | 0% | 6 | New | +$398 | |||
| $381 | 0% | 19 | New | +$381 | |||
| $349 | 0% | 7 | – | – | |||
| $329 | 0% | 75 | New | +$329 | |||
| $315 | 0% | 475 | New | +$315 | |||
| $308 | 0% | 10 | New | +$308 | |||
| $306 | 0% | 4 | New | +$306 | |||
| $302 | 0% | 5 | New | +$302 | |||
| $295 | 0% | 138 | New | +$295 | |||
| $283 | 0% | 1 | New | +$283 | |||
| $270 | 0% | 38 | New | +$270 | |||
| $262 | 0% | 165 | New | +$262 | |||
| $247 | 0% | 63 | New | +$247 | |||
| $240 | 0% | 6 | New | +$240 | |||
| $240 | 0% | 412 | New | +$240 | |||
| $233 | 0% | 26 | New | +$233 | |||
| $227 | 0% | 345 | New | +$227 | |||
| $223 | 0% | 44 | New | +$223 | |||
| $217 | 0% | 4 | New | +$217 | |||
| $214 | 0% | 2 | New | +$214 | |||
| $206 | 0% | 7 | New | +$206 |
