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
701
$15 ﹤0.01%
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702
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+1
703
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0
704
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+10
705
– –
-2,783
706
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0
707
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708
$5 ﹤0.01%
+5
709
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0
710
$2 ﹤0.01%
+1
711
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712
$1 ﹤0.01%
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713
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0
714
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-4,723
715
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-4,191
716
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717
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-3,677
718
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719
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720
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0
722
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-949
723
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724
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-49
725
– –
-10
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