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 (+19%)
Cap. Flow
+$23.3M
Cap. Flow % of AUM
15.89%
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 | $1.18M | |
| 2 | $1.1M | |
| 3 | $1.05M | |
| 4 | $745K | |
| 5 | $525K |
Sector Composition
| 1 | Technology | 7.74% |
| 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 | |
|---|---|---|---|---|---|---|---|
| $15 | ﹤0.01% | +17 | New | +$15 | |||
| $13 | ﹤0.01% | +1 | New | +$13 | |||
| – | – | 0 | – | – | |||
| $11 | ﹤0.01% | +10 | New | +$11 | |||
| – | – | -2,783 | Closed | -$1.18M | |||
| – | – | 0 | – | – | |||
| – | – | 0 | – | – | |||
| $5 | ﹤0.01% | +5 | New | +$5 | |||
| $3 | ﹤0.01% | +10 | New | +$3 | |||
| $2 | ﹤0.01% | +1 | New | +$2 | |||
| $1 | ﹤0.01% | +3 | New | +$1 | |||
| $1 | ﹤0.01% | +1 | New | +$1 | |||
| $1 | ﹤0.01% | +1 | New | +$1 | |||
| – | – | -4,723 | Closed | -$405K | |||
| – | – | -4,191 | Closed | -$155K | |||
| – | – | -3,677 | Closed | -$1.05M | |||
| – | – | -75 | Closed | -$2.06K | |||
| – | – | -48 | Closed | -$2.44K | |||
| – | – | -10 | Closed | -$472 | |||
| $0 | ﹤0.01% | +1 | New | – | |||
| – | – | -949 | Closed | -$49.9K | |||
| – | – | -84 | Closed | -$3.12K | |||
| – | – | -49 | Closed | -$9.35K | |||
| – | – | -10 | Closed | -$603 | |||
| – | – | -64 | Closed | -$2.98K |
