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 | |
|---|---|---|---|---|---|---|---|
| $64.2K | 0.04% | 2,195 | New | +$64.2K | |||
| $63.8K | 0.04% | 1,064 | New | +$63.8K | |||
| $63.1K | 0.04% | 1,153 | New | +$63.1K | |||
| $62.9K | 0.04% | 480 | New | +$62.9K | |||
| $62.5K | 0.04% | 1,332 | New | +$62.5K | |||
| $61.6K | 0.04% | 391 | New | +$61.6K | |||
| $61.5K | 0.04% | 557 +392 | +238% | +$43.3K | |||
| $60.5K | 0.04% | 1,098 | New | +$60.5K | |||
| $59.6K | 0.04% | 222 | New | +$59.6K | |||
| $58.3K | 0.04% | 591 | New | +$58.3K | |||
| $57.9K | 0.04% | 938 | New | +$57.9K | |||
| $57.1K | 0.04% | 270 | – | – | |||
| $56.6K | 0.04% | 2,493 | New | +$56.6K | |||
| $56.5K | 0.04% | 643 | New | +$56.5K | |||
| $55.8K | 0.04% | 932 | New | +$55.8K | |||
| $55.4K | 0.04% | 109 | New | +$55.4K | |||
| $55.3K | 0.04% | 12 | New | +$55.3K | |||
| $55.2K | 0.04% | 1,100 | New | +$55.2K | |||
| $53.9K | 0.04% | 1,152 | New | +$53.9K | |||
| $53.9K | 0.04% | 300 | New | +$53.9K | |||
| $53.5K | 0.04% | 1,795 | New | +$53.5K | |||
| $52.9K | 0.04% | 408 | New | +$52.9K | |||
| $52.7K | 0.04% | 6,983 | New | +$52.7K | |||
| $52.1K | 0.04% | 518 | New | +$52.1K | |||
| $51.5K | 0.04% | 389 | New | +$51.5K |
