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
MTA
276
Metalla Royalty & Streaming
MTA
$623M
$23.1K 0.01%
6,003
+5,140
TRV icon
277
Travelers Companies
TRV
$59.8B
$23K 0.01%
86
EWW icon
278
iShares MSCI Mexico ETF
EWW
$2.03B
$22.6K 0.01%
374
ORCL icon
279
Oracle
ORCL
$785B
$22.1K 0.01%
101
BLK icon
280
Blackrock
BLK
$170B
$22K 0.01%
21
-3
CMCL icon
281
Caledonia Mining Corp
CMCL
$560M
$21.6K 0.01%
1,120
NFLX icon
282
Netflix
NFLX
$466B
$21.4K 0.01%
16
USO icon
283
United States Oil Fund
USO
$892M
$21.3K 0.01%
292
VRT icon
284
Vertiv
VRT
$76.2B
$21.3K 0.01%
166
-15,095
BNO icon
285
United States Brent Oil Fund
BNO
$101M
$20.9K 0.01%
715
ULTY icon
286
YieldMax Ultra Option Income Strategy ETF
ULTY
$3B
$20.6K 0.01%
+3,268
FMDE icon
287
Fidelity Enhanced Mid Cap ETF
FMDE
$3.5B
$20.4K 0.01%
593
DKL icon
288
Delek Logistics
DKL
$2.41B
$20.4K 0.01%
475
GUNR icon
289
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.25B
$20.2K 0.01%
503
-100
LOW icon
290
Lowe's Companies
LOW
$134B
$20K 0.01%
90
-10
SCCO icon
291
Southern Copper
SCCO
$115B
$19.9K 0.01%
199
-1
FESM icon
292
Fidelity Enhanced Small Cap ETF
FESM
$2.48B
$19.8K 0.01%
619
IBDU icon
293
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$19.3K 0.01%
826
GSK icon
294
GSK
GSK
$92.3B
$19.2K 0.01%
500
F icon
295
Ford
F
$52.8B
$19.1K 0.01%
1,758
-461
SCHX icon
296
Schwab US Large- Cap ETF
SCHX
$62.8B
$18.7K 0.01%
765
+522
PNC icon
297
PNC Financial Services
PNC
$71B
$18.5K 0.01%
99
+9
PM icon
298
Philip Morris
PM
$228B
$18.2K 0.01%
100
OR icon
299
OR Royalties Inc
OR
$6B
$18K 0.01%
700
+500
SHEL icon
300
Shell
SHEL
$217B
$18K 0.01%
255