KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$6.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.27K 0.01%
+70
127
$8.62K 0.01%
+40
128
$8.16K 0.01%
+89
129
$7.95K 0.01%
+86
130
$6.86K 0.01%
+78
131
$6.22K 0.01%
+217
132
$5.55K ﹤0.01%
+72
133
$5.31K ﹤0.01%
+231
134
$5.13K ﹤0.01%
+52
135
$5.09K ﹤0.01%
+113
136
$4.84K ﹤0.01%
+64
137
$4.75K ﹤0.01%
+190
138
$4.38K ﹤0.01%
+44
139
$4.32K ﹤0.01%
+35
140
$4.27K ﹤0.01%
+66
141
$3.96K ﹤0.01%
+114
142
$3.12K ﹤0.01%
+84
143
$3.07K ﹤0.01%
+10,000
144
$2.98K ﹤0.01%
+64
145
$2.8K ﹤0.01%
+246
146
$2.44K ﹤0.01%
+48
147
$2.06K ﹤0.01%
+75
148
$2.06K ﹤0.01%
+55
149
$2.04K ﹤0.01%
+71
150
$1.97K ﹤0.01%
+25
3 4 5
6
7