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
176
$5.62K ﹤0.01%
189
+117
177
$5.45K ﹤0.01%
+184
178
$4.55K ﹤0.01%
+56
179
$4.53K ﹤0.01%
44
180
$4.5K ﹤0.01%
+165
181
$4.47K ﹤0.01%
+88
182
$4.31K ﹤0.01%
+44
183
$4.29K ﹤0.01%
96
184
$3.68K ﹤0.01%
+68
185
$3.51K ﹤0.01%
+35
186
$3.31K ﹤0.01%
62
-60
187
$2.85K ﹤0.01%
+25
188
$2.74K ﹤0.01%
+62
189
$2.64K ﹤0.01%
+78
190
$2.4K ﹤0.01%
+46
191
$2.4K ﹤0.01%
89
192
$2.4K ﹤0.01%
+30
193
$2.38K ﹤0.01%
17
194
$2.16K ﹤0.01%
+29
195
$2.04K ﹤0.01%
72
+1
196
$2.03K ﹤0.01%
+8
197
$2.03K ﹤0.01%
+21
198
$2.03K ﹤0.01%
32
199
$1.98K ﹤0.01%
15
-55
200
$1.83K ﹤0.01%
30
6 7
8
9 10