KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$525K

Sector Composition

1 Technology 7.74%
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 Change
in Stake 		Capital Flow
151
$77.8K 0.05%
2,853
-33
152
$76.8K 0.05%
+6,087
153
$76.6K 0.05%
+2,100
154
$74.3K 0.05%
1,825
+45
155
$73.8K 0.05%
+20,000
156
$73.3K 0.05%
+969
157
$73.3K 0.05%
203
158
$72.8K 0.05%
1,377
159
$72.6K 0.05%
+7,238
160
$72.1K 0.05%
+3,042
161
$72K 0.05%
+125
162
$71.7K 0.05%
+2,300
163
$70.8K 0.05%
+1,392
164
$70.7K 0.05%
+4,648
165
$70.2K 0.05%
+600
166
$69.1K 0.05%
+401
167
$68.8K 0.05%
+2,862
168
$68K 0.05%
+6,736
169
$67.7K 0.05%
+2,966
170
$67.1K 0.05%
568
+35
171
$66.9K 0.05%
218
172
$66K 0.05%
+1,605
173
$64.8K 0.04%
+794
174
$64.5K 0.04%
+405
175
$64.4K 0.04%
+1,021
5 6
7
8 9