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 | |
|---|---|---|---|---|---|---|---|
| $77.8K | 0.05% | 2,853 -33 | -1% | -$900 | |||
| $76.8K | 0.05% | 6,087 | New | +$76.8K | |||
| $76.6K | 0.05% | 2,100 | New | +$76.6K | |||
| $74.3K | 0.05% | 1,825 +45 | +3% | +$1.83K | |||
| $73.8K | 0.05% | 20,000 | New | +$73.8K | |||
| $73.3K | 0.05% | 969 | New | +$73.3K | |||
| $73.3K | 0.05% | 203 | – | – | |||
| $72.8K | 0.05% | 1,377 | – | – | |||
| $72.6K | 0.05% | 7,238 | New | +$72.6K | |||
| $72.1K | 0.05% | 3,042 | New | +$72.1K | |||
| $72K | 0.05% | 125 | New | +$72K | |||
| $71.7K | 0.05% | 2,300 | New | +$71.7K | |||
| $70.8K | 0.05% | 1,392 | New | +$70.8K | |||
| $70.7K | 0.05% | 4,648 | New | +$70.7K | |||
| $70.2K | 0.05% | 600 | New | +$70.2K | |||
| $69.1K | 0.05% | 401 | New | +$69.1K | |||
| $68.8K | 0.05% | 2,862 | New | +$68.8K | |||
| $68K | 0.05% | 6,736 | New | +$68K | |||
| $67.7K | 0.05% | 2,966 | New | +$67.7K | |||
| $67.1K | 0.05% | 568 +35 | +7% | +$4.14K | |||
| $66.9K | 0.05% | 218 | – | – | |||
| $66K | 0.04% | 1,605 | New | +$66K | |||
| $64.8K | 0.04% | 794 | New | +$64.8K | |||
| $64.5K | 0.04% | 81 | New | +$64.5K | |||
| $64.4K | 0.04% | 1,021 | New | +$64.4K |
