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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
+1.15%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.2M
Cap. Flow
+$24.6M
Cap. Flow %
16.75%
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
JBL icon
Jabil
JBL
+$1.62M
2
EQNR icon
Equinor
EQNR
+$1.5M
3
TGNA
TEGNA Inc
TGNA
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$1.12M
2
EPC icon
Edgewell Personal Care
EPC
+$1.06M
3
BURL icon
Burlington
BURL
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

Rank Sector Weight
1 Technology 7.73%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTY icon
251
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$28.4K 0.02%
+1,965
New +$28.6K
XCEM icon
252
Columbia EM Core ex-China ETF
XCEM
$1.99B
$28.1K 0.02%
+950
New +$28.5K
BTC
253
Grayscale Bitcoin Mini Trust ETF
BTC
$3.41B
$28K 0.02%
+768
New +$31.7K
WBD icon
254
Warner Bros
WBD
$64.6B
$27.9K 0.02%
+2,597
New +$27.2K
OILK icon
255
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$186M
$27.8K 0.02%
+637
New +$27.9K
NOC icon
256
Northrop Grumman
NOC
$78.3B
$27.6K 0.02%
+54
New +$25.8K
SCHW
257
Charles Schwab
SCHW
$187B
$27.6K 0.02%
+353
New +$27.7K
HEQT icon
258
Simplify Hedged Equity ETF
HEQT
$302M
$27.5K 0.02%
+962
New +$28.5K
ETHA
259
iShares Ethereum Trust ETF
ETHA
$5.42B
$27.4K 0.02%
+1,982
New +$39.5K
MMM icon
260
3M
MMM
$94B
$27.3K 0.02%
+186
New +$27.3K
ITW icon
261
Illinois Tool Works
ITW
$84.9B
$26K 0.02%
+105
New +$27K
PFE icon
262
Pfizer
PFE
$145B
$26K 0.02%
+1,026
New +$26.8K
RY icon
263
Royal Bank of Canada
RY
$293B
$25.9K 0.02%
+230
New +$27.1K
APP icon
264
Applovin
APP
$142B
$25.4K 0.02%
+96
New +$33.1K
NEE icon
265
NextEra Energy
NEE
$179B
$25.4K 0.02%
+358
New +$25.3K
ALL icon
266
Allstate
ALL
$68.2B
$25.1K 0.02%
+121
New +$23.6K
ARKB icon
267
ARK 21Shares Bitcoin ETF
ARKB
$2.45B
$24.7K 0.02%
+900
New +$27.9K
VIGI icon
268
Vanguard International Dividend Appreciation ETF
VIGI
$9.18B
$24.5K 0.02%
+295
New +$24.5K
VSS icon
269
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$24.4K 0.02%
+211
New +$24.5K
MUX icon
270
McEwen Inc
MUX
$1.19B
$24.2K 0.02%
+3,207
New +$25K
MBB icon
271
iShares MBS ETF
MBB
$39.1B
$24.1K 0.02%
257
+168
+189% +$15.5K
DEM icon
272
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.95B
$23.9K 0.02%
+568
New +$23.7K
AMT icon
273
American Tower
AMT
$76.6B
$23.7K 0.02%
+109
New +$21.4K
GUNR icon
274
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.28B
$23.4K 0.02%
+603
New +$23K
LOW icon
275
Lowe's Companies
LOW
$123B
$23.3K 0.02%
+100
New +$24.6K
9 10
11
12 13

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Kiker Wealth Management held 735 positions worth $147M, up 19% from $123M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Kiker Wealth Management deployed $24.6M of net new capital in Q1 2025, opening 556 new positions and adding to 44 existing holdings. Its largest new stake was Jabil: 10,520 shares worth $1.43M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 6.7% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Edgewell Personal Care, an estimated $1.06M trimmed.

  • Kiker Wealth Management's largest Q1 2025 buy was Jabil: 10,520 shares worth $1.43M.
  • Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $1.16M increase.
  • Kiker Wealth Management's biggest Q1 2025 reduction was Edgewell Personal Care, cutting an estimated $1.06M.
  • Kiker Wealth Management fully exited Comfort Systems in Q1 2025, selling an estimated $1.12M.
  • Kiker Wealth Management's ten largest holdings make up 41% of its $147M portfolio in Q1 2025.
  • Kiker Wealth Management opened 556 new positions and closed 18 in Q1 2025.
  • Kiker Wealth Management's portfolio value rose 19% quarter-over-quarter to $147M.

Based on Kiker Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.