KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$525K

Sector Composition

1 Technology 7.74%
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 Change
in Stake 		Capital Flow
51
$626K 0.43%
26,004
-5,844
52
$601K 0.41%
2,894
-244
53
$564K 0.38%
20,770
-1,120
54
$558K 0.38%
5,585
+927
55
$558K 0.38%
6,213
-418
56
$541K 0.37%
7,371
-230
57
$535K 0.36%
6,335
-6,226
58
$532K 0.36%
951
+438
59
$507K 0.35%
15,584
-707
60
$494K 0.34%
10,294
-480
61
$485K 0.33%
864
+169
62
$484K 0.33%
909
-528
63
$475K 0.32%
2,265
-300
64
$440K 0.3%
50,231
-1,858
65
$427K 0.29%
3,920
-307
66
$423K 0.29%
7,080
-333
67
$419K 0.29%
9,927
-716
68
$412K 0.28%
12,066
+4,999
69
$409K 0.28%
1,115
-262
70
$396K 0.27%
34,150
-299
71
$373K 0.25%
2,227
+580
72
$346K 0.24%
2,064
-277
73
$343K 0.23%
5,630
-444
74
$336K 0.23%
4,673
+400
75
$332K 0.23%
12,439
-855
1 2
3
4 5