KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.34%
14,123
+4,733
52
$680K 0.34%
10,246
-119
53
$661K 0.33%
+14,422
54
$640K 0.32%
14,556
-1,168
55
$636K 0.32%
5,387
-82
56
$622K 0.31%
5,544
+299
57
$607K 0.31%
5,853
+5,690
58
$606K 0.31%
+27,756
59
$589K 0.3%
+24,910
60
$585K 0.3%
12,602
+576
61
$585K 0.3%
37,267
+2,668
62
$579K 0.29%
4,145
+203
63
$568K 0.29%
16,517
-354
64
$554K 0.28%
2,246
65
$539K 0.27%
10,691
+3,765
66
$528K 0.27%
2,282
67
$512K 0.26%
46,174
-2,076
68
$504K 0.25%
1,785
-918
69
$483K 0.24%
4,839
70
$455K 0.23%
+3,288
71
$435K 0.22%
651
+26
72
$406K 0.21%
+21,627
73
$400K 0.2%
773
-403
74
$398K 0.2%
3,471
-341
75
$390K 0.2%
4,253
-645
1 2
3
4 5