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KWM

Kiker Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 28.91%
This Fund
S&P 500
This Quarter Est. Return
+11.7%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
+$3.83M
Cap. Flow %
1.94%
Top 10 Hldgs %
50.43%
Holding
678
New
52
Increased
71
Reduced
52
Closed
455

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.45M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$2.33M
3
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

Rank Stock Value
1
EAT icon
Brinker International
EAT
+$1.61M
2
KMPR icon
Kemper
KMPR
+$1.55M
3
HES
Hess
HES
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

Rank Sector Weight
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
ACHR icon
226
Archer Aviation
ACHR
$4.05B
– –
-482
Closed -$5.23K
ADBE icon
227
Adobe
ADBE
$102B
– –
-2
Closed -$774
ADI icon
228
Analog Devices
ADI
$185B
– –
-20
Closed -$4.76K
ADM icon
229
Archer Daniels Midland
ADM
$38.5B
– –
-1
Closed -$58
AEM icon
230
Agnico Eagle Mines
AEM
$76.3B
– –
-2,015
Closed -$240K
AEP icon
231
American Electric Power
AEP
$69.9B
– –
-12
Closed -$1.25K
AER icon
232
AerCap
AER
$24.4B
– –
-39
Closed -$4.56K
AFRM icon
233
Affirm
AFRM
$26.2B
– –
-130
Closed -$8.99K
AG icon
234
First Majestic Silver
AG
$8.13B
– –
-1,300
Closed -$10.8K
AGI icon
235
Alamos Gold
AGI
$12B
– –
-6,665
Closed -$177K
AGQ icon
236
ProShares Ultra Silver
AGQ
$1.2B
– –
-111
Closed -$5.27K
AI icon
237
C3.ai
AI
$1.56B
– –
-107
Closed -$2.63K
AIZ icon
238
Assurant
AIZ
$13.9B
– –
-12
Closed -$2.37K
AL
239
DELISTED
Air Lease Corp
AL
– –
-41
Closed -$2.4K
ALL icon
240
Allstate
ALL
$67.6B
– –
-121
Closed -$24.4K
ALSN icon
241
Allison Transmission
ALSN
$10.2B
– –
-36
Closed -$3.42K
AMAT icon
242
Applied Materials
AMAT
$434B
– –
-58
Closed -$10.6K
AMC icon
243
AMC Entertainment Holdings
AMC
$2.39B
– –
-3,000
Closed -$9.3K
AMD icon
244
Advanced Micro Devices
AMD
$846B
– –
-72
Closed -$10.2K
AMGN icon
245
Amgen
AMGN
$210B
– –
-32
Closed -$8.94K
AMLP icon
246
Alerian MLP ETF
AMLP
$12.9B
– –
-3,352
Closed -$164K
AMP icon
247
Ameriprise Financial
AMP
$48.9B
– –
-355
Closed -$189K
AMT icon
248
American Tower
AMT
$81.7B
– –
-109
Closed -$24.1K
AMZN icon
249
CALL
Amazon
AMZN
$2.99T
– –
-200
Closed -$43.9K
AMZN icon
250
Amazon
AMZN
$2.99T
– –
-639
Closed -$140K
8 9
10
11 12

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HFRG
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CIA
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EBWM
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KAM
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GCCM
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ACM
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Kiker Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kiker Wealth Management held 678 positions worth $198M, up 12% from $177M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Kiker Wealth Management's Q3 2025 filing shows 52 new, 71 increased, 52 reduced and 455 closed positions. Its largest new stake was Synovus: 32,057 shares worth $1.57M. The largest sale was Brinker International, an estimated $1.61M.

By sector, the portfolio is most concentrated in Financials at 7.2% of assets, up from 6.9% a quarter earlier, followed by Technology and Energy.

  • Kiker Wealth Management's largest Q3 2025 buy was Synovus: 32,057 shares worth $1.57M.
  • Kiker Wealth Management added most to iShares MSCI Brazil ETF in Q3 2025, an estimated $2.45M increase.
  • Kiker Wealth Management's biggest Q3 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $306K.
  • Kiker Wealth Management fully exited Brinker International in Q3 2025, selling an estimated $1.61M.
  • Kiker Wealth Management's ten largest holdings make up 50% of its $198M portfolio in Q3 2025.
  • Kiker Wealth Management opened 52 new positions and closed 455 in Q3 2025.
  • Kiker Wealth Management's portfolio value rose 12% quarter-over-quarter to $198M.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.