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 | |
|---|---|---|---|---|---|---|---|
| $144K | 0.1% | +2,778 | New | +$144K | |||
| $142K | 0.1% | +404 | New | +$142K | |||
| $139K | 0.09% | 1,329 +647 | +95% | +$67.7K | |||
| $138K | 0.09% | +724 | New | +$138K | |||
| $133K | 0.09% | +1,231 | New | +$133K | |||
| $133K | 0.09% | +10,000 | New | +$133K | |||
| $132K | 0.09% | 2,304 +682 | +42% | +$39K | |||
| $131K | 0.09% | +787 | New | +$131K | |||
| $129K | 0.09% | +1,233 | New | +$129K | |||
| $126K | 0.09% | 2,156 +853 | +65% | +$49.8K | |||
| $124K | 0.08% | +256 | New | +$124K | |||
| $122K | 0.08% | +1,967 | New | +$122K | |||
| $120K | 0.08% | +300 | New | +$120K | |||
| $120K | 0.08% | +104,052 | New | +$120K | |||
| $115K | 0.08% | 665 +352 | +112% | +$61K | |||
| $115K | 0.08% | 1,111 -1,181 | -52% | -$122K | |||
| $115K | 0.08% | 1,744 +920 | +112% | +$60.5K | |||
| $112K | 0.08% | +11,998 | New | +$112K | |||
| $111K | 0.08% | +2,207 | New | +$111K | |||
| $111K | 0.08% | +715 | New | +$111K | |||
| $111K | 0.08% | +5,000 | New | +$111K | |||
| $110K | 0.07% | +1,682 | New | +$110K | |||
| $109K | 0.07% | +233 | New | +$109K | |||
| $109K | 0.07% | +750 | New | +$109K | |||
| $107K | 0.07% | +1,636 | New | +$107K |
