KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$2.65M
2
+$2.53M
3
+$2.2M
4
FRO icon
Frontline
FRO
+$1.91M
5
ENVA icon
Enova International
ENVA
+$1.64M

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
UNH icon
251
UnitedHealth
UNH
$307B
– –
-43
UPS icon
252
United Parcel Service
UPS
$90.4B
– –
-29
URA icon
253
Global X Uranium ETF
URA
$6.93B
– –
-395
URNM icon
254
Sprott Uranium Miners ETF
URNM
$2.28B
– –
-160
USFR icon
255
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
– –
-781
USHY icon
256
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
– –
-135
USO icon
257
United States Oil Fund
USO
$979M
– –
-292
UTHR icon
258
United Therapeutics
UTHR
$20.2B
– –
-5
UVXY icon
259
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$474M
– –
-400
V icon
260
Visa
V
$628B
– –
-378
VCIT icon
261
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.4B
– –
-509
VEA icon
262
Vanguard FTSE Developed Markets ETF
VEA
$199B
– –
-100
VDE icon
263
Vanguard Energy ETF
VDE
$7.48B
– –
-270
VERI icon
264
Veritone
VERI
$376M
– –
-1,281
VLO icon
265
Valero Energy
VLO
$56.3B
– –
-334
VOD icon
266
Vodafone
VOD
$31.6B
– –
-325
VRT icon
267
Vertiv
VRT
$67B
– –
-166
VSS icon
268
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.5B
– –
-29
VST icon
269
Vistra
VST
$53.1B
– –
-1,139
VTIP icon
270
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
– –
-289
VTRS icon
271
Viatris
VTRS
$14.6B
– –
-100
VWO icon
272
Vanguard FTSE Emerging Markets ETF
VWO
$109B
– –
-150
VXUS icon
273
Vanguard Total International Stock ETF
VXUS
$124B
– –
-1,780
VYM icon
274
Vanguard High Dividend Yield ETF
VYM
$70.4B
– –
-260
VYMI icon
275
Vanguard International High Dividend Yield ETF
VYMI
$15.2B
– –
-24
9 10
11
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