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
$64.2K0.04%
+2,195
 New
+$64.2K
$63.8K0.04%
+1,064
 New
+$63.8K
$63.1K0.04%
+1,153
 New
+$63.1K
$62.9K0.04%
+480
 New
+$62.9K
$62.5K0.04%
+1,332
 New
+$62.5K
$61.6K0.04%
+391
 New
+$61.6K
$61.5K0.04% 557
+392
+238%
+$43.3K
$60.5K0.04%
+1,098
 New
+$60.5K
$59.6K0.04%
+222
 New
+$59.6K
$58.3K0.04%
+591
 New
+$58.3K
$57.9K0.04%
+938
 New
+$57.9K
$57.1K0.04% 270––
$56.6K0.04%
+2,493
 New
+$56.6K
$56.5K0.04%
+643
 New
+$56.5K
$55.8K0.04%
+932
 New
+$55.8K
$55.4K0.04%
+109
 New
+$55.4K
$55.3K0.04%
+12
 New
+$55.3K
$55.2K0.04%
+1,100
 New
+$55.2K
$53.9K0.04%
+1,152
 New
+$53.9K
$53.9K0.04%
+300
 New
+$53.9K
$53.5K0.04%
+1,795
 New
+$53.5K
$52.9K0.04%
+408
 New
+$52.9K
$52.7K0.04%
+6,983
 New
+$52.7K
$52.1K0.04%
+518
 New
+$52.1K
$51.5K0.04%
+389
 New
+$51.5K
1 67891030