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 (+19%)
Cap. Flow
+$23.3M
Cap. Flow % of AUM
15.89%
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 | $1.18M | |
| 2 | $1.1M | |
| 3 | $1.05M | |
| 4 | $745K | |
| 5 | $525K |
Sector Composition
| 1 | Technology | 7.74% |
| 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 | |
|---|---|---|---|---|---|---|---|
| $51.4K | 0.04% | +1,064 | New | +$51.4K | |||
| $50.9K | 0.03% | +112 | New | +$50.9K | |||
| $50.8K | 0.03% | +325 | New | +$50.8K | |||
| $50.1K | 0.03% | +1,014 | New | +$50.1K | |||
| $49.8K | 0.03% | +1,460 | New | +$49.8K | |||
| $49.8K | 0.03% | +1,000 | New | +$49.8K | |||
| $49.3K | 0.03% | +913 | New | +$49.3K | |||
| $49.1K | 0.03% | +52 | New | +$49.1K | |||
| $49K | 0.03% | +445 | New | +$49K | |||
| $47.4K | 0.03% | +180 | New | +$47.4K | |||
| $47.1K | 0.03% | +1,310 | New | +$47.1K | |||
| $46.8K | 0.03% | 211 | – | – | |||
| $46.8K | 0.03% | 91 +70 | +333% | +$36K | |||
| $45.6K | 0.03% | +20,000 | New | +$45.6K | |||
| $45.4K | 0.03% | +401 | New | +$45.4K | |||
| $45.4K | 0.03% | +1,150 | New | +$45.4K | |||
| $43.7K | 0.03% | +198 | New | +$43.7K | |||
| $43.3K | 0.03% | +265 | New | +$43.3K | |||
| $42.6K | 0.03% | +250 | New | +$42.6K | |||
| $41.6K | 0.03% | +10,000 | New | +$41.6K | |||
| $40.9K | 0.03% | +2,000 | New | +$40.9K | |||
| $39.8K | 0.03% | +487 | New | +$39.8K | |||
| $39.6K | 0.03% | +1,580 | New | +$39.6K | |||
| $38.8K | 0.03% | +127 | New | +$38.8K | |||
| $37.4K | 0.03% | +181 | New | +$37.4K |
