KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.19%
12,106
+40
77
$371K 0.19%
15,203
+504
78
$351K 0.18%
13,315
79
$336K 0.17%
668
+10
80
$327K 0.16%
9,017
+7,897
81
$320K 0.16%
1,714
+71
82
$319K 0.16%
716
+20
83
$318K 0.16%
784
-257
84
$310K 0.16%
2,774
-80
85
$305K 0.15%
4,100
-650
86
$290K 0.15%
883
-50
87
$284K 0.14%
5,750
88
$284K 0.14%
569
+3
89
$275K 0.14%
+38,322
90
$272K 0.14%
3,333
+2,791
91
$271K 0.14%
+17,844
92
$270K 0.14%
2,729
+425
93
$267K 0.13%
21,289
+18,348
94
$256K 0.13%
+7,819
95
$250K 0.13%
2,985
+2,810
96
$246K 0.12%
+13,355
97
$244K 0.12%
+57,777
98
$244K 0.12%
687
+19
99
$239K 0.12%
20,000
100
$233K 0.12%
13,575
2 3
4
5 6