KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$6.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.93K ﹤0.01%
+32
152
$1.82K ﹤0.01%
+30
153
$1.82K ﹤0.01%
+17
154
$1.79K ﹤0.01%
+35
155
$1.57K ﹤0.01%
+30
156
$1.56K ﹤0.01%
+36
157
$1.54K ﹤0.01%
+49
158
$1.39K ﹤0.01%
+39
159
$1.38K ﹤0.01%
+14
160
$1.35K ﹤0.01%
+25
161
$1.27K ﹤0.01%
+78
162
$1.24K ﹤0.01%
+14
163
$994 ﹤0.01%
+30
164
$993 ﹤0.01%
+43
165
$901 ﹤0.01%
+9
166
$832 ﹤0.01%
+30
167
$603 ﹤0.01%
+10
168
$533 ﹤0.01%
+5
169
$472 ﹤0.01%
+10
170
$374 ﹤0.01%
+7
171
$115 ﹤0.01%
+2
3 4 5 6
7