KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$6.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.43%
+1,377
52
$530K 0.43%
+6,631
53
$525K 0.42%
+52,089
54
$513K 0.42%
+82,004
55
$509K 0.41%
+10,643
56
$501K 0.41%
+4,658
57
$473K 0.38%
+13,954
58
$473K 0.38%
+7,413
59
$456K 0.37%
+2,565
60
$449K 0.36%
+16,291
61
$409K 0.33%
+695
62
$405K 0.33%
+4,723
63
$398K 0.32%
+4,227
64
$379K 0.31%
+1,565
65
$370K 0.3%
+4,043
66
$369K 0.3%
+13,294
67
$364K 0.3%
+7,427
68
$362K 0.29%
+2,341
69
$356K 0.29%
+2,825
70
$349K 0.28%
+4,273
71
$344K 0.28%
+6,074
72
$337K 0.27%
+7,753
73
$332K 0.27%
+34,449
74
$313K 0.25%
+13,315
75
$309K 0.25%
+1,065
1 2
3
4 5