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
776
– –
-579
777
– –
-1,587
778
– –
-109
779
– –
-2,195
780
– –
-35
781
– –
-30
782
– –
-33
783
– –
-211
784
– –
-37
785
– –
-29
786
– –
-63
787
– –
-7
788
– –
-8
789
– –
-18,907
790
– –
-96
791
– –
-9
792
– –
-6
793
– –
-2
794
– –
-2,142
795
– –
-7
796
– –
-250
797
– –
-200
798
– –
-10
799
– –
-140
800
– –
-15
29 30 31
32
33