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 | |
|---|---|---|---|---|---|---|---|
| $151 | 0% | 4 | New | +$151 | |||
| $145 | 0% | 53 | New | +$145 | |||
| $139 | 0% | 15 | New | +$139 | |||
| $135 | 0% | 21 | New | +$135 | |||
| $134 | 0% | 12 | New | +$134 | |||
| $130 | 0% | 4 -33,797 | -100% | -$1.1M | |||
| $126 | 0% | 4 | New | +$126 | |||
| $124 | 0% | 1 | New | +$124 | |||
| $123 | 0% | 3 | New | +$123 | |||
| $115 | 0% | 2 | – | – | |||
| $113 | 0% | 30 | New | +$113 | |||
| $112 | 0% | 7 | New | +$112 | |||
| $98 | 0% | 5 | New | +$98 | |||
| $85 | 0% | 28 | New | +$85 | |||
| $81 | 0% | 7 | New | +$81 | |||
| $79 | 0% | 3 | New | +$79 | |||
| $63 | 0% | 8 | New | +$63 | |||
| $62 | 0% | 0 | – | – | |||
| $54 | 0% | 1 | New | +$54 | |||
| $34 | 0% | 1 | New | +$34 | |||
| $33 | 0% | 18 | New | +$33 | |||
| $31 | 0% | 20 | New | +$31 | |||
| $31 | 0% | 1 | New | +$31 | |||
| $29 | 0% | 1 | New | +$29 | |||
| $20 | 0% | 2 -74,523 | -100% | -$745K |
