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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
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Financials 6.93%
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
FBCG
276
DELISTED
Fidelity Blue Chip Growth ETF
FBCG
$23.7K 0.01%
+491
New +$20.9K
GME icon
277
GameStop
GME
$9.75B
$23.2K 0.01%
950
+300
+46% +$8.04K
MTA
278
Metalla Royalty & Streaming
MTA
$688M
$23.1K 0.01%
6,003
+5,140
+596% +$16.4K
TRV icon
279
Travelers Companies
TRV
$78.1B
$23K 0.01%
86
– –
EWW icon
280
iShares MSCI Mexico ETF
EWW
$1.92B
$22.6K 0.01%
374
– –
ORCL icon
281
Oracle
ORCL
$374B
$22.1K 0.01%
101
– –
BLK icon
282
Blackrock
BLK
$169B
$22K 0.01%
21
-3
-13% -$2.84K
CMCL icon
283
Caledonia Mining Corp
CMCL
$355M
$21.6K 0.01%
1,120
– –
NFLX icon
284
Netflix
NFLX
$299B
$21.4K 0.01%
160
– –
USO icon
285
United States Oil Fund
USO
$2.15B
$21.3K 0.01%
292
– –
VRT icon
286
Vertiv
VRT
$93B
$21.3K 0.01%
166
-15,095
-99% -$1.47M
BNO icon
287
United States Brent Oil Fund
BNO
$781M
$20.9K 0.01%
715
– –
ULTY icon
288
YieldMax Ultra Option Income Strategy ETF
ULTY
$762M
$20.6K 0.01%
+327
New +$19.7K
FMDE icon
289
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.72B
$20.4K 0.01%
593
– –
DKL icon
290
Delek Logistics
DKL
$3.21B
$20.4K 0.01%
475
– –
GUNR icon
291
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.2B
$20.2K 0.01%
503
-100
-17% -$3.86K
LOW icon
292
Lowe's Companies
LOW
$117B
$20K 0.01%
90
-10
-10% -$2.23K
SCCO icon
293
Southern Copper
SCCO
$143B
$19.9K 0.01%
204
-1
-0.5% -$88
FESM icon
294
Fidelity Enhanced Small Cap Core ETF
FESM
$5.95B
$19.8K 0.01%
619
– –
IBDU icon
295
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
$19.3K 0.01%
826
– –
GSK icon
296
GSK
GSK
$104B
$19.2K 0.01%
500
– –
F icon
297
Ford
F
$58.5B
$19.1K 0.01%
1,758
-461
-21% -$4.69K
SCHX icon
298
Schwab US Large- Cap ETF
SCHX
$71.8B
$18.7K 0.01%
765
+522
+215% +$11.8K
PNC icon
299
PNC Financial Services
PNC
$99.7B
$18.5K 0.01%
99
+9
+10% +$1.52K
PM icon
300
Philip Morris
PM
$297B
$18.2K 0.01%
100
– –
10 11
12
13 14

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.

By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.

  • Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
  • Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
  • Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
  • Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
  • Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
  • Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.