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 | |
|---|---|---|---|---|---|---|---|
| $15 | 0% | 17 | New | +$15 | |||
| $13 | 0% | 1 | New | +$13 | |||
| $13 | 0% | 0 | – | – | |||
| $11 | 0% | 10 | New | +$11 | |||
| $10 | 0% | 0 -2,783 | Closed | – | |||
| $7 | 0% | 0 | – | – | |||
| $6 | 0% | 0 | – | – | |||
| $5 | 0% | 5 | New | +$5 | |||
| $3 | 0% | 10 | New | +$3 | |||
| $2 | 0% | 1 | New | +$2 | |||
| $1 | 0% | 3 | New | +$1 | |||
| $1 | 0% | 1 | New | +$1 | |||
| $1 | 0% | 1 | New | +$1 | |||
| $0 | 0% | 0 -4,723 | Closed | – | |||
| $0 | 0% | 0 -4,191 | Closed | – | |||
| $0 | 0% | 0 -3,677 | Closed | – | |||
| $0 | 0% | 0 -75 | Closed | – | |||
| $0 | 0% | 0 -48 | Closed | – | |||
| $0 | 0% | 0 -10 | Closed | – | |||
| $0 | 0% | 1 | New | – | |||
| $0 | 0% | 0 -949 | Closed | – | |||
| $0 | 0% | 0 -84 | Closed | – | |||
| $0 | 0% | 0 -49 | Closed | – | |||
| $0 | 0% | 0 -10 | Closed | – | |||
| $0 | 0% | 0 -64 | Closed | – |
