KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+12.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$30.8M
(+21%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
8.88%
Top 10 Holdings %
Top 10 Hldgs %
46.56%
Holding
801
New
86
Increased
94
Reduced
165
Closed
170
Top Buys
Top Sells
| 1 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
$5.95M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$3.69M |
| 3 |
iShares MSCI Spain ETF
EWP
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Invesco Solar ETF
TAN
$765M
| – | – |
-30
| Closed | -$914 |
|