KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
(+19%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
15.89%
Top 10 Holdings %
Top 10 Hldgs %
41.37%
Holding
732
New
553
Increased
44
Reduced
64
Closed
18
Top Buys
| 1 |
Equinor
EQNR
|
$1.64M |
| 2 |
TEGNA Inc
TGNA
|
$1.45M |
| 3 |
Jabil
JBL
|
$1.43M |
| 4 |
Energizer
ENR
|
$1.24M |
| 5 |
Amphenol
APH
|
$1.24M |
Top Sells
| 1 |
Comfort Systems
FIX
|
$1.18M |
| 2 |
Edgewell Personal Care
EPC
|
$1.1M |
| 3 |
Burlington
BURL
|
$1.05M |
| 4 |
RLJ Lodging Trust
RLJ
|
$745K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Travelers Companies
TRV
$61.8B
| $22.7K | 0.02% |
+86
| New | +$22.7K |
|
277
Blackrock
BLK
$171B
| $22.7K | 0.02% |
+24
| New | +$22.7K |
|
278
SPDR S&P Software & Services ETF
XSW
$495M
| $22.7K | 0.02% |
142
| – | – |
|
279
Honeywell
HON
$136B
| $22.7K | 0.02% |
+107
| New | +$22.7K |
|
280
United States Oil Fund
USO
$945M
| $22.6K | 0.02% |
+292
| New | +$22.6K |
|
281
Ford
F
$46.4B
| $22.3K | 0.02% |
+2,219
| New | +$22.3K |
|
282
iShares Core US Aggregate Bond ETF
AGG
$132B
| $22.3K | 0.02% |
225
-26
| -10% | -$2.57K |
|
283
United States Brent Oil Fund
BNO
$109M
| $22.2K | 0.02% |
+715
| New | +$22.2K |
|
284
Axon Enterprise
AXON
$58.6B
| $22.1K | 0.02% |
+42
| New | +$22.1K |
|
285
Twilio
TWLO
$16.5B
| $21.8K | 0.01% |
+223
| New | +$21.8K |
|
286
PayPal
PYPL
$65B
| $21.7K | 0.01% |
+333
| New | +$21.7K |
|
287
SPDR S&P Telecom ETF
XTL
$149M
| $21.7K | 0.01% |
217
+200
| +1,176% | +$20K |
|
288
TE Connectivity
TEL
$61.5B
| $21.2K | 0.01% |
+150
| New | +$21.2K |
|
289
ProShares Bitcoin Strategy ETF
BITO
$2.66B
| $20.9K | 0.01% |
+1,143
| New | +$20.9K |
|
290
Merck
MRK
$209B
| $20.6K | 0.01% |
+229
| New | +$20.6K |
|
291
Delek Logistics
DKL
$2.32B
| $20.5K | 0.01% |
+475
| New | +$20.5K |
|
292
Global X Uranium ETF
URA
$4.24B
| $20.2K | 0.01% |
+883
| New | +$20.2K |
|
293
Constellation Energy
CEG
$93.8B
| $20.2K | 0.01% |
+100
| New | +$20.2K |
|
294
iShares Gold Trust
IAU
$53.3B
| $20K | 0.01% |
+340
| New | +$20K |
|
295
Robinhood
HOOD
$103B
| $19.7K | 0.01% |
+474
| New | +$19.7K |
|
296
GSK
GSK
$80.1B
| $19.4K | 0.01% |
+500
| New | +$19.4K |
|
297
Vanguard Growth ETF
VUG
$188B
| $19.3K | 0.01% |
52
| – | – |
|
298
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.88B
| $19.1K | 0.01% |
+826
| New | +$19.1K |
|
299
iShares MSCI Mexico ETF
EWW
$1.84B
| $19.1K | 0.01% |
374
-81
| -18% | -$4.13K |
|
300
Inspire Momentum ETF
GLRY
$85.5M
| $18.9K | 0.01% |
654
-3,951
| -86% | -$114K |
|