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
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$626K0.43% 26,004
-5,844
-18%
-$141K
$601K0.41% 2,894
-244
-8%
-$50.7K
$564K0.38% 20,770
-1,120
-5%
-$30.4K
$558K0.38% 5,585
+927
+20%
+$92.7K
$558K0.38% 6,213
-418
-6%
-$37.6K
$541K0.37% 7,371
-230
-3%
-$16.9K
$535K0.36% 6,335
-6,226
-50%
-$525K
$532K0.36% 951
+438
+85%
+$245K
$507K0.35% 15,584
-707
-4%
-$23K
$494K0.34% 10,294
-480
-4%
-$23K
$485K0.33% 864
+169
+24%
+$94.9K
$484K0.33% 909
-528
-37%
-$281K
$475K0.32% 2,265
-300
-12%
-$62.9K
$440K0.3% 50,231
-1,858
-4%
-$16.3K
$427K0.29% 3,920
-307
-7%
-$33.5K
$423K0.29% 7,080
-333
-4%
-$19.9K
$419K0.29% 9,927
-716
-7%
-$30.2K
$412K0.28% 12,066
+4,999
+71%
+$171K
$409K0.28% 1,115
-262
-19%
-$96K
$396K0.27% 34,150
-299
-0.9%
-$3.47K
$373K0.25% 2,227
+580
+35%
+$97K
$346K0.24% 2,064
-277
-12%
-$46.4K
$343K0.23% 5,630
-444
-7%
-$27.1K
$336K0.23% 4,673
+400
+9%
+$28.8K
$332K0.23% 12,439
-855
-6%
-$22.8K
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