KWM
Kiker Wealth Management Portfolio holdings
AUM
$3.01M
1-Year Est. Return
31.23%
This Fund
S&P 500
1 Year Est. Return
+31.23%
AUM
$198M
AUM Growth
+$20.6M
(+12%)
Holding
682
Top Buys
| 1 | +$2.65M | |
| 2 | +$2.53M | |
| 3 | +$2.2M | |
| 4 |
Frontline
FRO
|
+$1.91M |
| 5 |
Enova International
ENVA
|
+$1.64M |
Top Sells
| 1 | +$1.61M | |
| 2 | +$1.55M | |
| 3 | +$785K | |
| 4 |
DaVita
DVA
|
+$720K |
| 5 |
IPG
Interpublic Group of Companies
IPG
|
+$699K |
Sector Composition
| 1 | Financials | 7.16% |
| 2 | Technology | 4.83% |
| 3 | Energy | 4.01% |
| 4 | Industrials | 3.57% |
| 5 | Consumer Discretionary | 2.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Harmony Gold Mining
HMY
$13.3B
| – | – |
-10,264
|
|
||
677
VanEck Bitcoin Trust
HODL
$1.54B
| – | – |
-284
|
|
||
678
Honeywell
HON
$144B
| – | – |
-107
|
|
||
679
Robinhood
HOOD
$89.5B
| – | – |
-549
|
|
||
680
Hewlett Packard
HPE
$28.7B
| – | – |
-316
|
|
||
681
HP
HPQ
$17.8B
| – | – |
-316
|
|
||
682
Hormel Foods
HRL
$13.5B
| – | – |
-90
|
|