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
101
$231K 0.12%
4,550
-1,350
102
$228K 0.12%
+6,000
103
$226K 0.11%
1,292
+1,229
104
$226K 0.11%
188,312
+43,883
105
$212K 0.11%
1,059
+1,057
106
$209K 0.11%
1,290
+1,057
107
$204K 0.1%
306
+17
108
$202K 0.1%
5,000
109
$188K 0.1%
10,288
-1,465
110
$169K 0.09%
15,000
-5,000
111
$160K 0.08%
657
-74
112
$155K 0.08%
10,000
113
$142K 0.07%
1,184
+616
114
$136K 0.07%
5,168
+3,008
115
$134K 0.07%
11,975
116
$125K 0.06%
204
+113
117
$121K 0.06%
640
118
$95.1K 0.05%
812
119
$88.8K 0.04%
20,000
120
$88K 0.04%
942
121
$83.2K 0.04%
255
+5
122
$80.6K 0.04%
+668
123
$75.5K 0.04%
310
-15
124
$75.3K 0.04%
10,000
125
$74.7K 0.04%
1,407
3 4
5
6 7