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
151
$19.3K 0.01%
92
152
$16.9K 0.01%
178
153
$16.9K 0.01%
72
154
$16.8K 0.01%
168
-4
155
$14.4K 0.01%
149
+7
156
$14.2K 0.01%
152
157
$13.5K 0.01%
152
158
$13.3K 0.01%
517
+17
159
$13K 0.01%
197
+3
160
$12.9K 0.01%
176
+36
161
$12K 0.01%
100
162
$11.3K 0.01%
108
+40
163
$11.1K 0.01%
56
164
$10.8K 0.01%
40
165
$10.4K 0.01%
250
166
$10.3K 0.01%
+326
167
$9.19K ﹤0.01%
+166
168
$8.25K ﹤0.01%
74
+30
169
$7.24K ﹤0.01%
+279
170
$7.22K ﹤0.01%
72
171
$6.7K ﹤0.01%
+156
172
$6.61K ﹤0.01%
52
173
$6.32K ﹤0.01%
+198
174
$5.98K ﹤0.01%
113
175
$5.72K ﹤0.01%
+178
5 6
7
8 9