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
1
$11.4M 7.79%
378,930
+6,563
2
$10.1M 6.89%
50,662
+1,531
3
$7.38M 5.04%
140,999
+22,321
4
$5.92M 4.04%
80,858
+4,452
5
$5.43M 3.7%
59,635
+11,696
6
$4.77M 3.25%
63,078
+4,734
7
$4.47M 3.05%
70,939
-1,558
8
$3.75M 2.56%
157,131
+33,181
9
$3.69M 2.52%
19,134
-630
10
$3.68M 2.51%
156,370
-2,818
11
$3.54M 2.41%
42,758
+5,721
12
$3.48M 2.37%
91,488
-6,971
13
$3.4M 2.32%
131,711
-2,850
14
$3.39M 2.31%
109,299
-4,737
15
$2.39M 1.63%
264,578
-7,627
16
$1.97M 1.34%
47,315
-1,543
17
$1.82M 1.24%
64,063
+1,283
18
$1.73M 1.18%
36,864
+4,871
19
$1.64M 1.12%
+61,994
20
$1.49M 1.02%
7,253
-330
21
$1.45M 0.99%
+79,846
22
$1.43M 0.98%
+10,520
23
$1.37M 0.93%
6,149
+2,647
24
$1.32M 0.9%
18,142
-340
25
$1.3M 0.88%
14,112
+121
1
2 3 4 5