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 | |
|---|---|---|---|---|---|---|---|
| $626K | 0.43% | 26,004 -5,844 | -18% | -$141K | |||
| $601K | 0.41% | 2,894 -244 | -8% | -$50.7K | |||
| $564K | 0.38% | 20,770 -1,120 | -5% | -$30.4K | |||
| $558K | 0.38% | 5,585 +927 | +20% | +$92.7K | |||
| $558K | 0.38% | 6,213 -418 | -6% | -$37.6K | |||
| $541K | 0.37% | 7,371 -230 | -3% | -$16.9K | |||
| $535K | 0.36% | 6,335 -6,226 | -50% | -$525K | |||
| $532K | 0.36% | 951 +438 | +85% | +$245K | |||
| $507K | 0.35% | 15,584 -707 | -4% | -$23K | |||
| $494K | 0.34% | 10,294 -480 | -4% | -$23K | |||
| $485K | 0.33% | 864 +169 | +24% | +$94.9K | |||
| $484K | 0.33% | 909 -528 | -37% | -$281K | |||
| $475K | 0.32% | 2,265 -300 | -12% | -$62.9K | |||
| $440K | 0.3% | 50,231 -1,858 | -4% | -$16.3K | |||
| $427K | 0.29% | 3,920 -307 | -7% | -$33.5K | |||
| $423K | 0.29% | 7,080 -333 | -4% | -$19.9K | |||
| $419K | 0.29% | 9,927 -716 | -7% | -$30.2K | |||
| $412K | 0.28% | 12,066 +4,999 | +71% | +$171K | |||
| $409K | 0.28% | 1,115 -262 | -19% | -$96K | |||
| $396K | 0.27% | 34,150 -299 | -0.9% | -$3.47K | |||
| $373K | 0.25% | 2,227 +580 | +35% | +$97K | |||
| $346K | 0.24% | 2,064 -277 | -12% | -$46.4K | |||
| $343K | 0.23% | 5,630 -444 | -7% | -$27.1K | |||
| $336K | 0.23% | 4,673 +400 | +9% | +$28.8K | |||
| $332K | 0.23% | 12,439 -855 | -6% | -$22.8K |
