KWM
Kiker Wealth Management Portfolio holdings
AUM $147M
AUM
$147M
AUM Growth
+$23.1M (+19%)
Cap. Flow
+$26.7M
Cap. Flow % of AUM
18.21%
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 | $1.1M | |
| 2 | $745K | |
| 3 | $525K | |
| 4 | $355K | |
| 5 | $281K |
Sector Composition
| 1 | Technology | 7.76% |
| 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 |
