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 | |
|---|---|---|---|---|---|---|---|
| $103K | 0.07% | +6,735 | New | +$103K | |||
| $99.2K | 0.07% | +662 | New | +$99.2K | |||
| $98.5K | 0.07% | +993 | New | +$98.5K | |||
| $97.9K | 0.07% | +2,163 | New | +$97.9K | |||
| $97.3K | 0.07% | +721 | New | +$97.3K | |||
| $95.9K | 0.07% | +175 | New | +$95.9K | |||
| $95.6K | 0.07% | +1,649 | New | +$95.6K | |||
| $94.4K | 0.06% | +3,528 | New | +$94.4K | |||
| $91.6K | 0.06% | +20,000 | New | +$91.6K | |||
| $89.3K | 0.06% | +2,374 | New | +$89.3K | |||
| $88.5K | 0.06% | +4,475 | New | +$88.5K | |||
| $87.1K | 0.06% | +5,815 | New | +$87.1K | |||
| $85.9K | 0.06% | +429 | New | +$85.9K | |||
| $84.8K | 0.06% | +13,568 | New | +$84.8K | |||
| $84.3K | 0.06% | +776 | New | +$84.3K | |||
| $84.1K | 0.06% | +707 | New | +$84.1K | |||
| $82.9K | 0.06% | +350 | New | +$82.9K | |||
| $82.7K | 0.06% | +22,282 | New | +$82.7K | |||
| $82.5K | 0.06% | +1,453 | New | +$82.5K | |||
| $82.4K | 0.06% | +5,000 | New | +$82.4K | |||
| $82.3K | 0.06% | 2,142 | – | – | |||
| $82K | 0.06% | +10,000 | New | +$82K | |||
| $81K | 0.06% | +480 | New | +$81K | |||
| $80.1K | 0.05% | 11,640 | – | – | |||
| $79K | 0.05% | +4,334 | New | +$79K |
