KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74.1K 0.04%
1,136
-29
127
$62.2K 0.03%
403
+1
128
$59.9K 0.03%
10,000
129
$57K 0.03%
156
-62
130
$56.4K 0.03%
2,093
-393
131
$53.8K 0.03%
687
-30
132
$52.7K 0.03%
1,457
+1,382
133
$51K 0.03%
362
134
$50.8K 0.03%
649
-124
135
$50.5K 0.03%
938
136
$47.7K 0.02%
709
137
$41.4K 0.02%
+291
138
$39.9K 0.02%
285
-287
139
$35.9K 0.02%
+1,076
140
$35.9K 0.02%
302
+3
141
$35.6K 0.02%
816
+4
142
$32.4K 0.02%
174
+14
143
$31.3K 0.02%
+1,121
144
$29.2K 0.01%
307
+33
145
$24.9K 0.01%
15,000
-5,000
146
$23.7K 0.01%
+1,016
147
$21.5K 0.01%
816
+51
148
$20.8K 0.01%
187
+27
149
$20.4K 0.01%
299
-75
150
$20.4K 0.01%
+811
4 5
6
7 8