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
$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
ES icon
226
Eversource Energy
ES
$27.7B
$37.3K 0.03%
+600
PAAS icon
227
Pan American Silver
PAAS
$15.3B
$36.5K 0.02%
+1,414
DAL icon
228
Delta Air Lines
DAL
$39.8B
$36.1K 0.02%
+829
KMI icon
229
Kinder Morgan
KMI
$57.5B
$34.9K 0.02%
+1,223
SU icon
230
Suncor Energy
SU
$48.3B
$34.8K 0.02%
+900
UNH icon
231
UnitedHealth
UNH
$328B
$34.6K 0.02%
+66
XLG icon
232
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$34.5K 0.02%
750
-250
GLW icon
233
Corning
GLW
$74.9B
$32K 0.02%
+700
XLU icon
234
Utilities Select Sector SPDR Fund
XLU
$22.4B
$32K 0.02%
+406
VOD icon
235
Vodafone
VOD
$28.1B
$31.9K 0.02%
+3,400
PBR icon
236
Petrobras
PBR
$75.7B
$31.7K 0.02%
+2,214
AVGO icon
237
Broadcom
AVGO
$1.67T
$31.3K 0.02%
+187
BTU icon
238
Peabody Energy
BTU
$3.53B
$31.2K 0.02%
+2,300
MBSF icon
239
Regan Floating Rate MBS ETF
MBSF
$155M
$31K 0.02%
+1,219
GLDM icon
240
SPDR Gold MiniShares Trust
GLDM
$22.3B
$30.9K 0.02%
+500
SYK icon
241
Stryker
SYK
$146B
$30.2K 0.02%
+81
CCL icon
242
Carnival Corp
CCL
$38.6B
$29.8K 0.02%
+1,527
MCD icon
243
McDonald's
MCD
$218B
$29.8K 0.02%
+95
EFA icon
244
iShares MSCI EAFE ETF
EFA
$68.5B
$29.6K 0.02%
362
+298
MAIN icon
245
Main Street Capital
MAIN
$5.14B
$29.5K 0.02%
+522
MOAT icon
246
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
$29.2K 0.02%
332
+59
SLYG icon
247
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.64B
$29.1K 0.02%
+350
PTY icon
248
PIMCO Corporate & Income Opportunity Fund
PTY
$2.65B
$28.4K 0.02%
+1,965
XCEM icon
249
Columbia EM Core ex-China ETF
XCEM
$1.31B
$28.1K 0.02%
+950
BTC
250
Grayscale Bitcoin Mini Trust ETF
BTC
$4.83B
$28K 0.02%
+768