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
651
– –
-43
652
– –
-13,568
653
– –
-246
654
– –
-28
655
– –
-73
656
– –
-78,693
657
– –
-379
658
– –
-200
659
– –
-522
660
– –
-49
661
– –
-364
662
– –
-27
663
– –
-49
664
– –
-600
665
– –
-295
666
– –
-171
667
– –
-10
668
– –
-191
669
– –
-776
670
– –
-1,460
671
– –
-950
672
– –
-1,219
673
– –
-30
674
– –
-225
675
– –
-2
25 26
27
28 29