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
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.5M
3
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.88%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$430 ﹤0.01%
+31
652
$428 ﹤0.01%
+9
653
$416 ﹤0.01%
+100
654
$402 ﹤0.01%
+27
655
$398 ﹤0.01%
+6
656
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657
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7
658
$329 ﹤0.01%
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659
$315 ﹤0.01%
+475
660
$308 ﹤0.01%
+10
661
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+4
662
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+5
663
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+138
664
$283 ﹤0.01%
+1
665
$270 ﹤0.01%
+38
666
$262 ﹤0.01%
+165
667
$247 ﹤0.01%
+63
668
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669
$240 ﹤0.01%
+6
670
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671
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672
$223 ﹤0.01%
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673
$217 ﹤0.01%
+4
674
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+2
675
$206 ﹤0.01%
+7
25 26
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