KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$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 Change
in Stake 		Capital Flow
126
$103K 0.07%
+6,735
127
$99.2K 0.07%
+662
128
$98.5K 0.07%
+993
129
$97.9K 0.07%
+2,163
130
$97.3K 0.07%
+721
131
$95.9K 0.07%
+175
132
$95.6K 0.07%
+1,649
133
$94.4K 0.06%
+3,528
134
$91.6K 0.06%
+20,000
135
$89.3K 0.06%
+2,374
136
$88.5K 0.06%
+4,475
137
$87.1K 0.06%
+5,815
138
$85.9K 0.06%
+429
139
$84.8K 0.06%
+13,568
140
$84.3K 0.06%
+776
141
$84.1K 0.06%
+707
142
$82.9K 0.06%
+350
143
$82.7K 0.06%
+22,282
144
$82.5K 0.06%
+1,453
145
$82.4K 0.06%
+5,000
146
$82.3K 0.06%
2,142
147
$82K 0.06%
+10,000
148
$81K 0.06%
+480
149
$80.1K 0.05%
11,640
150
$79K 0.05%
+4,334
4 5
6
7 8