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
676
$151 ﹤0.01%
+4
677
$145 ﹤0.01%
+53
678
$139 ﹤0.01%
+15
679
$135 ﹤0.01%
+21
680
$134 ﹤0.01%
+12
681
$130 ﹤0.01%
4
-33,797
682
$126 ﹤0.01%
+4
683
$124 ﹤0.01%
+1
684
$123 ﹤0.01%
+3
685
$115 ﹤0.01%
2
686
$113 ﹤0.01%
+30
687
$112 ﹤0.01%
+7
688
$98 ﹤0.01%
+5
689
$85 ﹤0.01%
+28
690
$81 ﹤0.01%
+7
691
$79 ﹤0.01%
+3
692
$63 ﹤0.01%
+8
693
– –
0
694
$54 ﹤0.01%
+1
695
$34 ﹤0.01%
+1
696
$33 ﹤0.01%
+18
697
$31 ﹤0.01%
+1
698
$31 ﹤0.01%
+20
699
$29 ﹤0.01%
+1
700
$20 ﹤0.01%
2
-74,523
26 27
28
29 30