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
101
$187K 0.11%
14,699
+7,461
102
$179K 0.1%
289
-662
103
$178K 0.1%
5,465
104
$177K 0.1%
6,665
+3,137
105
$173K 0.1%
+302
106
$170K 0.1%
16,961
+4,963
107
$170K 0.1%
585
-418
108
$169K 0.1%
1,017
+267
109
$168K 0.09%
+3,690
110
$165K 0.09%
1,816
+1,776
111
$164K 0.09%
10,000
112
$164K 0.09%
3,352
+574
113
$161K 0.09%
+6,810
114
$160K 0.09%
510
-6,743
115
$156K 0.09%
2,304
116
$144K 0.08%
20,000
117
$143K 0.08%
+10,264
118
$143K 0.08%
1,682
119
$142K 0.08%
+10,669
120
$142K 0.08%
10,000
121
$141K 0.08%
10,750
122
$140K 0.08%
639
-85
123
$134K 0.08%
378
-26
124
$129K 0.07%
731
+16
125
$124K 0.07%
353
-48
3 4
5
6 7