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
$209M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$15.9M
3
+$13.8M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$12.1M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$11.1M

Top Sells

1
+$139K
2
+$2.11K

Sector Composition

1 Energy 6.91%
2 Financials 6.09%
3 Materials 3.88%
4 Industrials 2.97%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OUNZ icon
1
VanEck Merk Gold Trust
OUNZ
$2.63B
$19.7M 9.41%
437,527
+429,416
PDBC icon
2
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.11B
$16.2M 7.74%
935,518
+911,713
IWM icon
3
iShares Russell 2000 ETF
IWM
$77B
$15.6M 7.45%
62,925
+61,603
NLR icon
4
VanEck Uranium + Nuclear Energy ETF
NLR
$4.5B
$11.5M 5.49%
86,349
+84,623
IGSB icon
5
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$10.8M 5.17%
205,923
+196,705
SIVR icon
6
abrdn Physical Silver Shares ETF
SIVR
$4.72B
$10.2M 4.89%
142,935
+139,701
EMLC icon
7
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$8.95M 4.27%
356,382
+346,801
ILF icon
8
iShares Latin America 40 ETF
ILF
$4.19B
$8.47M 4.05%
238,527
+232,423
EWZ icon
9
iShares MSCI Brazil ETF
EWZ
$9.67B
$8.12M 3.88%
+211,575
CIBR icon
10
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.3B
$8.09M 3.86%
+129,012
TLT icon
11
iShares 20+ Year Treasury Bond ETF
TLT
$43B
$7.71M 3.68%
88,918
+85,389
SLV icon
12
iShares Silver Trust
SLV
$32.9B
$7.3M 3.48%
+107,087
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
$5.13M 2.45%
62,105
+59,818
FRO icon
14
Frontline
FRO
$7.86B
$3.12M 1.49%
+89,360
CEF icon
15
Sprott Physical Gold and Silver Trust
CEF
$8.17B
$2.89M 1.38%
+60,509
DLX icon
16
Deluxe
DLX
$1.06B
$2.72M 1.3%
+98,937
EQNR icon
17
Equinor
EQNR
$92.2B
$2.37M 1.13%
+56,127
SCHW icon
18
Charles Schwab
SCHW
$154B
$2.19M 1.04%
+23,283
GRDN
19
Guardian Pharmacy Services
GRDN
$2.56B
$2.15M 1.03%
+57,027
WT icon
20
WisdomTree
WT
$2.78B
$2.13M 1.02%
+146,095
EME icon
21
Emcor
EME
$36.3B
$2.11M 1.01%
+2,861
JXN icon
22
Jackson Financial
JXN
$7.52B
$1.97M 0.94%
+18,649
ENVA icon
23
Enova International
ENVA
$4.18B
$1.89M 0.9%
+13,932
VIPS icon
24
Vipshop
VIPS
$6.5B
$1.77M 0.84%
+112,469
CNO icon
25
CNO Financial Group
CNO
$4.47B
$1.74M 0.83%
+42,364
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