KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$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 Change
in Stake 		Capital Flow
201
$51.4K 0.04%
+1,064
202
$50.9K 0.03%
+112
203
$50.8K 0.03%
+325
204
$50.1K 0.03%
+1,014
205
$49.8K 0.03%
+1,460
206
$49.8K 0.03%
+1,000
207
$49.3K 0.03%
+913
208
$49.1K 0.03%
+52
209
$49K 0.03%
+445
210
$47.4K 0.03%
+180
211
$47.1K 0.03%
+1,310
212
$46.8K 0.03%
211
213
$46.8K 0.03%
91
+70
214
$45.6K 0.03%
+20,000
215
$45.4K 0.03%
+401
216
$45.4K 0.03%
+1,150
217
$43.7K 0.03%
+198
218
$43.3K 0.03%
+265
219
$42.6K 0.03%
+250
220
$41.6K 0.03%
+10,000
221
$40.9K 0.03%
+2,000
222
$39.8K 0.03%
+487
223
$39.6K 0.03%
+1,580
224
$38.8K 0.03%
+127
225
$37.4K 0.03%
+362
7 8
9
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