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
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.45M
3
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

1
+$5.09M
2
+$3.92M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$680K 0.38%
15,724
+1,267
52
$671K 0.38%
2,246
-11
53
$662K 0.37%
16,400
+9,454
54
$631K 0.36%
7,234
+1,021
55
$627K 0.35%
+5,245
56
$594K 0.33%
5,469
-116
57
$593K 0.33%
2,718
-176
58
$585K 0.33%
1,176
-498
59
$583K 0.33%
3,942
+1,878
60
$570K 0.32%
+16,871
61
$560K 0.32%
+12,026
62
$515K 0.29%
+6,894
63
$515K 0.29%
5,264
+4,621
64
$507K 0.29%
10,533
+10,532
65
$498K 0.28%
48,250
-1,981
66
$455K 0.26%
4,839
+166
67
$449K 0.25%
4,898
+4,730
68
$425K 0.24%
9,390
-537
69
$424K 0.24%
2,282
+17
70
$423K 0.24%
34,599
+449
71
$397K 0.22%
3,812
-108
72
$388K 0.22%
625
-239
73
$382K 0.22%
1,041
-74
74
$374K 0.21%
12,066
75
$359K 0.2%
6,926
-154
1 2
3
4 5