KWM

Kiker Wealth Management Portfolio holdings

AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
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
$1.18M
2
$1.1M
3
$1.05M
4
$745K
5
$525K

Sector Composition

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$77.8K0.05% 2,853
-33
-1%
-$900
$76.8K0.05%
+6,087
 New
+$76.8K
$76.6K0.05%
+2,100
 New
+$76.6K
$74.3K0.05% 1,825
+45
+3%
+$1.83K
$73.8K0.05%
+20,000
 New
+$73.8K
$73.3K0.05%
+969
 New
+$73.3K
$73.3K0.05% 203––
$72.8K0.05% 1,377––
$72.6K0.05%
+7,238
 New
+$72.6K
$72.1K0.05%
+3,042
 New
+$72.1K
$72K0.05%
+125
 New
+$72K
$71.7K0.05%
+2,300
 New
+$71.7K
$70.8K0.05%
+1,392
 New
+$70.8K
$70.7K0.05%
+4,648
 New
+$70.7K
$70.2K0.05%
+600
 New
+$70.2K
$69.1K0.05%
+401
 New
+$69.1K
$68.8K0.05%
+2,862
 New
+$68.8K
$68K0.05%
+6,736
 New
+$68K
$67.7K0.05%
+2,966
 New
+$67.7K
$67.1K0.05% 568
+35
+7%
+$4.14K
$66.9K0.05% 218––
$66K0.04%
+1,605
 New
+$66K
$64.8K0.04%
+794
 New
+$64.8K
$64.5K0.04%
+81
 New
+$64.5K
$64.4K0.04%
+1,021
 New
+$64.4K
1 5678930