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
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.45M
3
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

1
+$5.09M
2
+$3.92M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$59.3K 0.03%
1,077
-76
177
$59.3K 0.03%
402
-78
178
$58.2K 0.03%
999
-65
179
$58.1K 0.03%
717
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180
$57.7K 0.03%
325
181
$57.2K 0.03%
2,014
+600
182
$56.6K 0.03%
1,795
183
$56.2K 0.03%
773
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184
$54K 0.03%
445
185
$54K 0.03%
102
-25
186
$53.7K 0.03%
180
187
$53.2K 0.03%
2,376
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188
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2,160
+1,839
189
$52.4K 0.03%
250
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$52.2K 0.03%
518
191
$51.7K 0.03%
91
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196
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1,400
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$48.6K 0.03%
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