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
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$4.65M
3
+$3.65M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.27M
5
DLX icon
Deluxe
DLX
+$1.71M

Top Sells

1
+$5.95M
2
+$3.69M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$2.11M
5
VRT icon
Vertiv
VRT
+$1.94M

Sector Composition

1 Financials 6.92%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
251
McDonald's
MCD
$216B
$27.9K 0.02%
96
+1
SAND
252
DELISTED
Sandstorm Gold
SAND
$27.6K 0.02%
2,941
-4,042
MRVL icon
253
Marvell Technology
MRVL
$78.1B
$27.6K 0.02%
356
+281
LHX icon
254
L3Harris
LHX
$53.7B
$27.3K 0.02%
109
+63
PTY icon
255
PIMCO Corporate & Income Opportunity Fund
PTY
$2.64B
$27.3K 0.02%
1,965
AVES icon
256
Avantis Emerging Markets Value ETF
AVES
$823M
$27.3K 0.02%
+510
NOC icon
257
Northrop Grumman
NOC
$83.6B
$27K 0.02%
54
BITO icon
258
ProShares Bitcoin Strategy ETF
BITO
$2.6B
$27K 0.02%
1,255
+112
COST icon
259
Costco
COST
$405B
$26.6K 0.02%
27
-25
SGDM icon
260
Sprott Gold Miners ETF
SGDM
$568M
$26.2K 0.01%
580
+462
ITW icon
261
Illinois Tool Works
ITW
$70.8B
$26K 0.01%
105
MBB icon
262
iShares MBS ETF
MBB
$41.8B
$25.7K 0.01%
274
+17
HCA icon
263
HCA Healthcare
HCA
$111B
$25.7K 0.01%
67
OILK icon
264
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$65.9M
$25.6K 0.01%
637
RWJ icon
265
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.63B
$25.5K 0.01%
589
-1,236
TEL icon
266
TE Connectivity
TEL
$71.8B
$25.3K 0.01%
150
HON icon
267
Honeywell
HON
$135B
$24.9K 0.01%
107
NEE icon
268
NextEra Energy
NEE
$168B
$24.9K 0.01%
358
MMM icon
269
3M
MMM
$88.2B
$24.8K 0.01%
163
-23
ALL icon
270
Allstate
ALL
$49.8B
$24.4K 0.01%
121
BTU icon
271
Peabody Energy
BTU
$3.27B
$24.2K 0.01%
1,800
-500
AMT icon
272
American Tower
AMT
$84.9B
$24.1K 0.01%
109
B
273
Barrick Mining
B
$55.1B
$23.8K 0.01%
1,141
+700
FBCG icon
274
Fidelity Blue Chip Growth ETF
FBCG
$5.2B
$23.7K 0.01%
+491
GME icon
275
GameStop
GME
$10.3B
$23.2K 0.01%
950
+300
9 10
11
12 13