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
201
$47.6K 0.03%
+601
202
$47.1K 0.03%
1,310
203
$47.1K 0.03%
2,008
+2,005
204
$46.3K 0.03%
8
-4
205
$45.8K 0.03%
362
206
$44.9K 0.03%
334
+275
207
$44.5K 0.03%
709
-2,197
208
$43.3K 0.02%
412
+397
209
$42.6K 0.02%
1,014
210
$42.2K 0.02%
509
+22
211
$41.6K 0.02%
1,713
-1,149
212
$40.2K 0.02%
588
+575
213
$39.3K 0.02%
781
-1,426
214
$39.1K 0.02%
750
215
$39K 0.02%
542
-8,868
216
$38.2K 0.02%
600
217
$37.8K 0.02%
1,982
218
$37.6K 0.02%
166
-7,213
219
$37.5K 0.02%
+400
220
$37.4K 0.02%
+233
221
$36.8K 0.02%
700
222
$36.7K 0.02%
768
223
$36.6K 0.02%
401
224
$36.6K 0.02%
609
-304
225
$36.2K 0.02%
2,000
7 8
9
10 11