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
101
$144K 0.1%
+2,778
102
$142K 0.1%
+404
103
$139K 0.09%
1,329
+647
104
$138K 0.09%
+724
105
$133K 0.09%
+1,231
106
$133K 0.09%
+10,000
107
$132K 0.09%
2,304
+682
108
$131K 0.09%
+787
109
$129K 0.09%
+1,233
110
$126K 0.09%
2,156
+853
111
$124K 0.08%
+256
112
$122K 0.08%
+1,967
113
$120K 0.08%
+300
114
$120K 0.08%
+104,052
115
$115K 0.08%
665
+352
116
$115K 0.08%
1,111
-1,181
117
$115K 0.08%
1,744
+920
118
$112K 0.08%
+11,998
119
$111K 0.08%
+2,207
120
$111K 0.08%
+715
121
$111K 0.08%
+5,000
122
$110K 0.07%
+1,682
123
$109K 0.07%
+233
124
$109K 0.07%
+750
125
$107K 0.07%
+1,636
3 4
5
6 7