KWM

Kiker Wealth Management Portfolio holdings

AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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
$1.18M
2
$1.1M
3
$1.05M
4
$745K
5
$525K

Sector Composition

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$151﹤0.01%
+4
 New
+$151
$145﹤0.01%
+53
 New
+$145
$139﹤0.01%
+15
 New
+$139
$135﹤0.01%
+21
 New
+$135
$134﹤0.01%
+12
 New
+$134
$130﹤0.01% 4
-33,797
-100%
-$1.1M
$126﹤0.01%
+4
 New
+$126
$124﹤0.01%
+1
 New
+$124
$123﹤0.01%
+3
 New
+$123
$115﹤0.01% 2––
$113﹤0.01%
+30
 New
+$113
$112﹤0.01%
+7
 New
+$112
$98﹤0.01%
+5
 New
+$98
$85﹤0.01%
+28
 New
+$85
$81﹤0.01%
+7
 New
+$81
$79﹤0.01%
+3
 New
+$79
$63﹤0.01%
+8
 New
+$63
––0––
$54﹤0.01%
+1
 New
+$54
$34﹤0.01%
+1
 New
+$34
$33﹤0.01%
+18
 New
+$33
$31﹤0.01%
+20
 New
+$31
$31﹤0.01%
+1
 New
+$31
$29﹤0.01%
+1
 New
+$29
$20﹤0.01% 2
-74,523
-100%
-$745K
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