KWM

Kiker Wealth Management Portfolio holdings

AUM $3.01M
1-Year Est. Return 31.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.45M
3
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

1
+$5.09M
2
+$3.92M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$123K 0.07%
+1,780
127
$116K 0.07%
640
-25
128
$111K 0.06%
1,032
+325
129
$109K 0.06%
198
-35
130
$107K 0.06%
417
-12
131
$107K 0.06%
300
132
$101K 0.06%
662
-125
133
$97K 0.05%
4,648
134
$93K 0.05%
904
-207
135
$92.3K 0.05%
125
136
$90.8K 0.05%
4,334
137
$89.6K 0.05%
350
138
$87.8K 0.05%
978
-255
139
$86.2K 0.05%
203
140
$84.2K 0.05%
1,750
+600
141
$84.2K 0.05%
942
+580
142
$84K 0.05%
636
-26
143
$83.3K 0.05%
10,000
144
$83.3K 0.05%
5,000
145
$81.5K 0.05%
145
-30
146
$81.1K 0.05%
993
147
$80.8K 0.05%
3,042
148
$77.6K 0.04%
572
-1,116
149
$77.2K 0.04%
471
+80
150
$76.3K 0.04%
2,810
+2,310
4 5
6
7 8