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
WBD icon
251
Warner Bros
WBD
$52.4B
$27.9K 0.02%
+2,597
OILK icon
252
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$66.2M
$27.8K 0.02%
+637
NOC icon
253
Northrop Grumman
NOC
$86.4B
$27.6K 0.02%
+54
SCHW icon
254
Charles Schwab
SCHW
$171B
$27.6K 0.02%
+353
HEQT icon
255
Simplify Hedged Equity ETF
HEQT
$311M
$27.5K 0.02%
+962
ETHA
256
iShares Ethereum Trust ETF
ETHA
$2.28B
$27.4K 0.02%
+1,982
MMM icon
257
3M
MMM
$89.5B
$27.3K 0.02%
+186
ITW icon
258
Illinois Tool Works
ITW
$71.6B
$26K 0.02%
+105
PFE icon
259
Pfizer
PFE
$141B
$26K 0.02%
+1,026
RY icon
260
Royal Bank of Canada
RY
$208B
$25.9K 0.02%
+230
APP icon
261
Applovin
APP
$210B
$25.4K 0.02%
+96
NEE icon
262
NextEra Energy
NEE
$174B
$25.4K 0.02%
+358
ALL icon
263
Allstate
ALL
$50.9B
$25.1K 0.02%
+121
ARKB icon
264
ARK 21Shares Bitcoin ETF
ARKB
$1.77B
$24.7K 0.02%
+900
VIGI icon
265
Vanguard International Dividend Appreciation ETF
VIGI
$8.66B
$24.5K 0.02%
+295
VSS icon
266
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.96B
$24.4K 0.02%
+211
MUX icon
267
McEwen Inc
MUX
$1.07B
$24.2K 0.02%
+3,207
MBB icon
268
iShares MBS ETF
MBB
$41.8B
$24.1K 0.02%
257
+168
DEM icon
269
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.16B
$23.9K 0.02%
+568
AMT icon
270
American Tower
AMT
$89.7B
$23.7K 0.02%
+109
GUNR icon
271
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.26B
$23.4K 0.02%
+603
LOW icon
272
Lowe's Companies
LOW
$136B
$23.3K 0.02%
+100
RWR icon
273
SPDR Dow Jones REIT ETF
RWR
$1.9B
$23.3K 0.02%
235
+221
HCA icon
274
HCA Healthcare
HCA
$105B
$23.2K 0.02%
+67
PWR icon
275
Quanta Services
PWR
$65.7B
$22.9K 0.02%
+90