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
201
$1.81K ﹤0.01%
25
202
$1.64K ﹤0.01%
+76
203
$1.55K ﹤0.01%
39
204
$1.49K ﹤0.01%
25
205
$1.46K ﹤0.01%
+33
206
$1.37K ﹤0.01%
+27
207
$1.29K ﹤0.01%
79
208
$1.02K ﹤0.01%
15
209
$1.02K ﹤0.01%
30
210
$978 ﹤0.01%
+7
211
$935 ﹤0.01%
+30
212
$814 ﹤0.01%
4
213
$805 ﹤0.01%
14
-736
214
$724 ﹤0.01%
+8
215
$607 ﹤0.01%
+13
216
$319 ﹤0.01%
+7
217
$312 ﹤0.01%
+7
218
$235 ﹤0.01%
+11
219
$118 ﹤0.01%
+1
220
$62 ﹤0.01%
1
-25
221
– –
-49
222
– –
-3
223
– –
-500
224
– –
-445
225
– –
-65
7 8
9
10 11