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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
+1.15%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.2M
Cap. Flow
+$24.6M
Cap. Flow %
16.75%
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
JBL icon
Jabil
JBL
+$1.62M
2
EQNR icon
Equinor
EQNR
+$1.5M
3
TGNA
TEGNA Inc
TGNA
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$1.12M
2
EPC icon
Edgewell Personal Care
EPC
+$1.06M
3
BURL icon
Burlington
BURL
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

Rank Sector Weight
1 Technology 7.73%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDU icon
301
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.05B
$19.1K 0.01%
+826
New +$18.9K
EWW icon
302
iShares MSCI Mexico ETF
EWW
$1.97B
$19.1K 0.01%
374
-81
-18% -$4.09K
GLRY icon
303
Inspire Growth ETF
GLRY
$170M
$18.9K 0.01%
654
-3,951
-86% -$122K
DVN icon
304
Devon Energy
DVN
$48.5B
$18.8K 0.01%
+503
New +$17.9K
VST icon
305
Vistra
VST
$47.4B
$18.8K 0.01%
+160
New +$23.9K
GILD icon
306
Gilead Sciences
GILD
$164B
$18.8K 0.01%
+167
New +$17.2K
SHEL icon
307
Shell
SHEL
$243B
$18.7K 0.01%
+255
New +$17.2K
RIO icon
308
Rio Tinto
RIO
$165B
$18.6K 0.01%
+310
New +$19.1K
FMDE icon
309
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.94B
$18.6K 0.01%
+593
New +$19.6K
SOFI icon
310
SoFi Technologies
SOFI
$23.5B
$18.5K 0.01%
+1,587
New +$22.9K
TIP icon
311
iShares TIPS Bond ETF
TIP
$14.5B
$18.3K 0.01%
165
+160
+3,200% +$17.4K
SCCO icon
312
Southern Copper
SCCO
$164B
$18.3K 0.01%
+205
New +$18.4K
FESM icon
313
Fidelity Enhanced Small Cap Core ETF
FESM
$6.21B
$18.2K 0.01%
+619
New +$19.8K
VLUE icon
314
iShares MSCI USA Value Factor ETF
VLUE
$9.42B
$18.2K 0.01%
+171
New +$18.6K
SJM icon
315
J.M. Smucker
SJM
$12.7B
$17.6K 0.01%
+148
New +$16K
PCT icon
316
PureCycle Technologies
PCT
$1.38B
$17.6K 0.01%
+2,537
New +$22.8K
CMCSA icon
317
Comcast
CMCSA
$87.8B
$17.3K 0.01%
+470
New +$17K
FCOM icon
318
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$17.2K 0.01%
+305
New +$18.4K
EMB icon
319
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$17K 0.01%
188
+10
+6% +$905
INTU icon
320
Intuit
INTU
$89.7B
$16.9K 0.01%
+28
New +$16.8K
VNQ icon
321
Vanguard Real Estate ETF
VNQ
$39.2B
$16.5K 0.01%
+182
New +$16.5K
USDU icon
322
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$457M
$16.4K 0.01%
+600
New +$16.5K
KRP icon
323
Kimbell Royalty Partners
KRP
$1.42B
$16K 0.01%
+1,146
New +$17.3K
SPYG icon
324
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
$15.9K 0.01%
198
+120
+154% +$10.5K
EWJ icon
325
iShares MSCI Japan ETF
EWJ
$22.5B
$15.9K 0.01%
+232
New +$16K
11 12
13
14 15

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PHAM
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HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
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 Q1 2025 Portfolio in Review

As of Q1 2025, Kiker Wealth Management held 735 positions worth $147M, up 19% from $123M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Kiker Wealth Management deployed $24.6M of net new capital in Q1 2025, opening 556 new positions and adding to 44 existing holdings. Its largest new stake was Jabil: 10,520 shares worth $1.43M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 6.7% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Edgewell Personal Care, an estimated $1.06M trimmed.

  • Kiker Wealth Management's largest Q1 2025 buy was Jabil: 10,520 shares worth $1.43M.
  • Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $1.16M increase.
  • Kiker Wealth Management's biggest Q1 2025 reduction was Edgewell Personal Care, cutting an estimated $1.06M.
  • Kiker Wealth Management fully exited Comfort Systems in Q1 2025, selling an estimated $1.12M.
  • Kiker Wealth Management's ten largest holdings make up 41% of its $147M portfolio in Q1 2025.
  • Kiker Wealth Management opened 556 new positions and closed 18 in Q1 2025.
  • Kiker Wealth Management's portfolio value rose 19% quarter-over-quarter to $147M.

Based on Kiker Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.