KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$6.21M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 8.79%
+49,131
2
$9.42M 7.63%
+372,367
3
$6.21M 5.03%
+76,406
4
$6.14M 4.97%
+118,678
5
$5.09M 4.12%
+58,344
6
$4.6M 3.73%
+72,497
7
$4.19M 3.39%
+47,939
8
$4.16M 3.37%
+19,764
9
$3.91M 3.17%
+272,205
10
$3.33M 2.7%
+159,188
11
$3.06M 2.48%
+98,459
12
$3.04M 2.46%
+37,037
13
$3.03M 2.45%
+134,561
14
$3M 2.43%
+114,036
15
$2.86M 2.32%
+123,950
16
$1.82M 1.47%
+48,858
17
$1.75M 1.42%
+15,431
18
$1.75M 1.42%
+7,583
19
$1.7M 1.38%
+31,993
20
$1.49M 1.21%
+62,780
21
$1.45M 1.17%
+76,755
22
$1.41M 1.14%
+80,637
23
$1.38M 1.12%
+6,980
24
$1.23M 1%
+15,802
25
$1.18M 0.96%
+2,783
1
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