KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
1 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.1M
(+19%)
Holding
732
Top Buys
| 1 | +$1.64M | |
| 2 | +$1.45M | |
| 3 | +$1.43M | |
| 4 |
Energizer
ENR
|
+$1.24M |
| 5 |
Amphenol
APH
|
+$1.24M |
Top Sells
| 1 | +$1.18M | |
| 2 | +$1.1M | |
| 3 | +$1.05M | |
| 4 |
RLJ Lodging Trust
RLJ
|
+$745K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
726
iShares MSCI China ETF
MCHI
$8.33B
| – | – |
-64
|
|
||
727
PagSeguro Digital
PAGS
$2.8B
| – | – |
-82,004
|
|
||
728
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.4B
| – | – |
-36
|
|
||
729
Vanguard Mid-Cap ETF
VO
$89.6B
| – | – |
-74
|
|
||
730
Vanguard Extended Market ETF
VXF
$25B
| – | – |
-58
|
|
||
731
Invesco S&P MidCap Momentum ETF
XMMO
$6.02B
| – | – |
-35
|
|
||
|
NKLA
732
DELISTED
Nikola Corporation Common Stock
NKLA
| $0 | ﹤0.01% |
+3
|
|