KWM

Kiker Wealth Management Portfolio holdings

AUM $3.01M
1-Year Est. Return 31.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.24%
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
+$1.62M
2
+$1.5M
3
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.88%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64.2K 0.04%
+2,195
177
$63.8K 0.04%
+1,064
178
$63.1K 0.04%
+1,153
179
$62.9K 0.04%
+480
180
$62.5K 0.04%
+1,332
181
$61.6K 0.04%
+391
182
$61.5K 0.04%
557
+392
183
$60.5K 0.04%
+1,098
184
$59.6K 0.04%
+222
185
$58.3K 0.04%
+591
186
$57.9K 0.04%
+938
187
$57.1K 0.04%
270
188
$56.6K 0.04%
+2,493
189
$56.5K 0.04%
+643
190
$55.8K 0.04%
+932
191
$55.4K 0.04%
+109
192
$55.3K 0.04%
+12
193
$55.2K 0.04%
+1,100
194
$53.9K 0.04%
+1,152
195
$53.9K 0.04%
+300
196
$53.5K 0.04%
+1,795
197
$52.9K 0.04%
+408
198
$52.7K 0.04%
+6,983
199
$52.1K 0.04%
+518
200
$51.5K 0.04%
+389
6 7
8
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