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 (+19%)
Cap. Flow
+$23.3M
Cap. Flow % of AUM
15.89%
Top 10 Holdings %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
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -82,004 | Closed | -$513K | |||
| – | – | -36 | Closed | -$1.56K | |||
| – | – | -10,000 | Closed | -$3.07K | |||
| – | – | -74 | Closed | -$19.5K | |||
| – | – | -58 | Closed | -$11K | |||
| – | – | -35 | Closed | -$4.32K | |||
| $0 | ﹤0.01% | +3 | New | – |
