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
1
$12.1M 6.81%
55,967
+5,305
2
$11.6M 6.56%
364,970
-13,960
3
$11.6M 6.56%
891,691
+891,603
4
$9.02M 5.09%
545,245
+280,667
5
$8.67M 4.89%
78,024
-2,834
6
$7.96M 4.49%
150,966
+9,967
7
$7.63M 4.3%
100,945
+30,006
8
$5.74M 3.24%
65,084
+5,449
9
$4.19M 2.36%
121,662
+106,078
10
$4M 2.25%
157,673
+542
11
$3.98M 2.25%
152,024
-4,346
12
$3.79M 2.14%
45,762
+3,004
13
$3.67M 2.07%
127,208
-4,503
14
$3.58M 2.02%
108,982
-317
15
$2.51M 1.42%
83,485
+19,422
16
$2.21M 1.25%
10,141
-379
17
$1.79M 1.01%
46,373
-942
18
$1.77M 1%
35,880
-984
19
$1.71M 0.96%
+107,268
20
$1.63M 0.92%
17,427
-715
21
$1.61M 0.91%
+8,910
22
$1.58M 0.89%
+90,208
23
$1.57M 0.89%
+104,457
24
$1.57M 0.89%
+22,139
25
$1.56M 0.88%
+40,664
1
2 3 4 5