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 | |
|---|---|---|---|---|---|---|---|
| $324K | 0.22% | 1,899 +72 | +4% | +$12.3K | |||
| $319K | 0.22% | 1,159 +94 | +9% | +$25.8K | |||
| $308K | 0.21% | 6,814 -939 | -12% | -$42.4K | |||
| $289K | 0.2% | 13,315 | – | – | |||
| $288K | 0.2% | 2,615 -210 | -7% | -$23.1K | |||
| $281K | 0.19% | 5,750 -1,677 | -23% | -$81.9K | |||
| $278K | 0.19% | 6,946 -1,002 | -13% | -$40.2K | |||
| $252K | 0.17% | 13,575 -2,010 | -13% | -$37.4K | |||
| $252K | 0.17% | 564 +131 | +30% | +$58.5K | |||
| $246K | 0.17% | +1,003 | New | +$246K | |||
| $229K | 0.16% | 1,688 +983 | +139% | +$133K | |||
| $226K | 0.15% | +685 | New | +$226K | |||
| $214K | 0.15% | +2,754 | New | +$214K | |||
| $210K | 0.14% | +20,000 | New | +$210K | |||
| $204K | 0.14% | +7,227 | New | +$204K | |||
| $192K | 0.13% | 742 +10 | +1% | +$2.59K | |||
| $190K | 0.13% | +5,000 | New | +$190K | |||
| $185K | 0.13% | +1,710 | New | +$185K | |||
| $184K | 0.13% | 2,576 -377 | -13% | -$26.9K | |||
| $173K | 0.12% | 602 -963 | -62% | -$277K | |||
| $170K | 0.12% | 2,906 +202 | +7% | +$11.8K | |||
| $166K | 0.11% | +752 | New | +$166K | |||
| $164K | 0.11% | +10,750 | New | +$164K | |||
| $161K | 0.11% | +5,465 | New | +$161K | |||
| $149K | 0.1% | +10,000 | New | +$149K |
