KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$6.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$58.4K 0.05%
+11,640
102
$56.8K 0.05%
+824
103
$54.8K 0.04%
+313
104
$50.7K 0.04%
+211
105
$50K 0.04%
+1,000
106
$49.9K 0.04%
+949
107
$26.8K 0.02%
+142
108
$25.3K 0.02%
+273
109
$24.3K 0.02%
+251
110
$21.3K 0.02%
+52
111
$21.3K 0.02%
+455
112
$19.5K 0.02%
+74
113
$18.2K 0.01%
+165
114
$16.6K 0.01%
+190
115
$15.8K 0.01%
+178
116
$14.3K 0.01%
+252
117
$13.4K 0.01%
+92
118
$11.9K 0.01%
+72
119
$11.9K 0.01%
+10,650
120
$11.5K 0.01%
+294
121
$11.3K 0.01%
+21
122
$11K 0.01%
+58
123
$10.5K 0.01%
+252
124
$9.53K 0.01%
+250
125
$9.35K 0.01%
+49
3 4
5
6 7