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
1
$15.8M 7.97%
423,995
+59,025
2
$13.2M 6.68%
54,634
-1,333
3
$12.6M 6.39%
941,467
+49,776
4
$12M 6.08%
553,457
+8,212
5
$10.4M 5.24%
76,397
-1,627
6
$8.56M 4.32%
161,343
+10,377
7
$7.45M 3.76%
98,045
-2,900
8
$6.92M 3.5%
239,677
+87,653
9
$6.59M 3.33%
212,613
+85,405
10
$6.3M 3.18%
70,456
+5,372
11
$5.97M 3.02%
134,259
+12,597
12
$4.46M 2.25%
105,181
-3,801
13
$4.09M 2.07%
49,277
+3,515
14
$3.96M 2%
155,415
-2,258
15
$3.09M 1.56%
84,278
+793
16
$2.18M 1.1%
10,059
-82
17
$2.14M 1.08%
93,926
+83,926
18
$2.09M 1.05%
106,297
+1,840
19
$2.02M 1.02%
104,139
-3,129
20
$1.92M 0.97%
31,483
-4,397
21
$1.78M 0.9%
2,738
+128
22
$1.77M 0.89%
44,636
-1,737
23
$1.76M 0.89%
41,461
+797
24
$1.71M 0.87%
37,891
+1,981
25
$1.69M 0.85%
87,758
-2,450
1
2 3 4 5