KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
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
76
$324K 0.22%
1,899
+72
77
$319K 0.22%
1,159
+94
78
$308K 0.21%
6,814
-939
79
$289K 0.2%
13,315
80
$288K 0.2%
2,615
-210
81
$281K 0.19%
5,750
-1,677
82
$278K 0.19%
6,946
-1,002
83
$252K 0.17%
13,575
-2,010
84
$252K 0.17%
564
+131
85
$246K 0.17%
+1,003
86
$229K 0.16%
1,688
+983
87
$226K 0.15%
+685
88
$214K 0.15%
+2,754
89
$210K 0.14%
+20,000
90
$204K 0.14%
+7,227
91
$192K 0.13%
742
+10
92
$190K 0.13%
+5,000
93
$185K 0.13%
+1,710
94
$184K 0.13%
2,576
-377
95
$173K 0.12%
602
-963
96
$170K 0.12%
2,906
+202
97
$166K 0.11%
+752
98
$164K 0.11%
+10,750
99
$161K 0.11%
+5,465
100
$149K 0.1%
+10,000
2 3
4
5 6