KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.45M
3 +$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1 +$1.18M
2 +$1.1M
3 +$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
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 Change
in Stake
Capital Flow
DVN icon
301
Devon Energy
DVN
$20.9B
$18.8K 0.01%
+503
VST icon
302
Vistra
VST
$68.3B
$18.8K 0.01%
+160
GILD icon
303
Gilead Sciences
GILD
$150B
$18.8K 0.01%
+167
SHEL icon
304
Shell
SHEL
$218B
$18.7K 0.01%
+255
RIO icon
305
Rio Tinto
RIO
$115B
$18.6K 0.01%
+310
FMDE icon
306
Fidelity Enhanced Mid Cap ETF
FMDE
$3.55B
$18.6K 0.01%
+593
SOFI icon
307
SoFi Technologies
SOFI
$34.7B
$18.5K 0.01%
+1,587
TIP icon
308
iShares TIPS Bond ETF
TIP
$14B
$18.3K 0.01%
165
+160
SCCO icon
309
Southern Copper
SCCO
$105B
$18.3K 0.01%
+200
FESM icon
310
Fidelity Enhanced Small Cap ETF
FESM
$2.51B
$18.2K 0.01%
+619
VLUE icon
311
iShares MSCI USA Value Factor ETF
VLUE
$8.39B
$18.2K 0.01%
+171
SJM icon
312
J.M. Smucker
SJM
$10.9B
$17.6K 0.01%
+148
PCT icon
313
PureCycle Technologies
PCT
$2.36B
$17.6K 0.01%
+2,537
CMCSA icon
314
Comcast
CMCSA
$108B
$17.3K 0.01%
+470
FCOM icon
315
Fidelity MSCI Communication Services Index ETF
FCOM
$1.81B
$17.2K 0.01%
+305
EMB icon
316
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$17K 0.01%
188
+10
INTU icon
317
Intuit
INTU
$190B
$16.9K 0.01%
+28
VNQ icon
318
Vanguard Real Estate ETF
VNQ
$34.6B
$16.5K 0.01%
+182
USDU icon
319
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$154M
$16.4K 0.01%
+600
KRP icon
320
Kimbell Royalty Partners
KRP
$1.25B
$16K 0.01%
+1,146
SPYG icon
321
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.1B
$15.9K 0.01%
198
+120
EWJ icon
322
iShares MSCI Japan ETF
EWJ
$16B
$15.9K 0.01%
+232
PM icon
323
Philip Morris
PM
$245B
$15.9K 0.01%
+100
PKG icon
324
Packaging Corp of America
PKG
$18.4B
$15.8K 0.01%
+80
PNC icon
325
PNC Financial Services
PNC
$73.2B
$15.8K 0.01%
+90