KWM
Kiker Wealth Management Portfolio holdings
AUM
$3.01M
1-Year Est. Return
31.24%
This Fund
S&P 500
1 Year Est. Return
+31.24%
AUM
$198M
AUM Growth
+$20.6M
(+12%)
Holding
682
Top Buys
| 1 | +$2.45M | |
| 2 | +$2.33M | |
| 3 | +$1.97M | |
| 4 |
Frontline
FRO
|
+$1.7M |
| 5 |
SUPV
Grupo Supervielle
SUPV
|
+$1.65M |
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
WisdomTree International Equity Fund
DWM
$653M
| – | – |
-63
|
|
||
677
Brinker International
EAT
$6.24B
| – | – |
-8,910
|
|
||
678
eBay
EBAY
$41.5B
| – | – |
-46
|
|
||
679
Editas Medicine
EDIT
$262M
| – | – |
-50
|
|
||
680
Ekso Bionics
EKSO
$39.3M
| – | – |
-10
|
|
||
681
Eastman Chemical
EMN
$8.83B
| – | – |
-6,894
|
|
||
682
Emerson Electric
EMR
$74.7B
| – | – |
-38
|
|