KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
1 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
(+21%)
Holding
801
Top Buys
| 1 | +$11.6M | |
| 2 | +$4.65M | |
| 3 | +$3.65M | |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$2.27M |
| 5 |
Deluxe
DLX
|
+$1.71M |
Top Sells
| 1 | +$5.95M | |
| 2 | +$3.69M | |
| 3 | +$3.48M | |
| 4 |
Royal Caribbean
RCL
|
+$2.11M |
| 5 |
Vertiv
VRT
|
+$1.94M |
Sector Composition
| 1 | Financials | 6.92% |
| 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 | |
|---|---|---|---|---|---|---|
801
ResMed
RMD
$39.2B
| – | – |
-5,464
|
|