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
76
$350K 0.2%
4,750
-2,621
77
$320K 0.18%
658
-251
78
$313K 0.18%
13,315
79
$301K 0.17%
1,890
-9
80
$299K 0.17%
+5,900
81
$285K 0.16%
5,750
82
$284K 0.16%
933
-226
83
$270K 0.15%
696
+11
84
$268K 0.15%
1,874
-353
85
$262K 0.15%
566
+2
86
$260K 0.15%
1,643
-67
87
$256K 0.14%
2,854
+100
88
$246K 0.14%
13,575
89
$241K 0.14%
11,753
-686
90
$240K 0.14%
2,015
+784
91
$221K 0.12%
696
-46
92
$221K 0.12%
1,139
+979
93
$216K 0.12%
20,000
94
$209K 0.12%
7,228
+1
95
$206K 0.12%
5,000
96
$204K 0.11%
668
+66
97
$197K 0.11%
30,102
+29,402
98
$194K 0.11%
144,429
+40,377
99
$191K 0.11%
1,106
+354
100
$189K 0.11%
355
+99
2 3
4
5 6