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
TIP icon
301
iShares TIPS Bond ETF
TIP
$13.9B
$17.6K 0.01%
160
-5
PRU icon
302
Prudential Financial
PRU
$35.6B
$17.5K 0.01%
+163
ITA icon
303
iShares US Aerospace & Defense ETF
ITA
$11.9B
$17.4K 0.01%
92
EMXC icon
304
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.3B
$16.6K 0.01%
263
-835
RWR icon
305
SPDR Dow Jones REIT ETF
RWR
$1.83B
$16.6K 0.01%
172
-63
EMB icon
306
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$16.5K 0.01%
178
-10
PSCE icon
307
Invesco S&P SmallCap Energy ETF
PSCE
$59.7M
$16.4K 0.01%
+422
EPI icon
308
WisdomTree India Earnings Fund ETF
EPI
$2.96B
$16.4K 0.01%
345
CMCSA icon
309
Comcast
CMCSA
$105B
$16.1K 0.01%
450
-20
DVN icon
310
Devon Energy
DVN
$20.3B
$16K 0.01%
503
MRK icon
311
Merck
MRK
$216B
$15.8K 0.01%
200
-29
HIMS icon
312
Hims & Hers Health
HIMS
$10.5B
$15.5K 0.01%
+310
URA icon
313
Global X Uranium ETF
URA
$5.99B
$15.3K 0.01%
395
-488
GILD icon
314
Gilead Sciences
GILD
$147B
$15.2K 0.01%
137
-30
XAR icon
315
SPDR S&P Aerospace & Defense ETF
XAR
$5.09B
$15.2K 0.01%
72
JCI icon
316
Johnson Controls International
JCI
$74.2B
$15.1K 0.01%
143
IAU icon
317
iShares Gold Trust
IAU
$60B
$14.7K 0.01%
236
-104
VTIP icon
318
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$14.5K 0.01%
+289
BLOK icon
319
Amplify Blockchain Technology ETF
BLOK
$1.52B
$14.4K 0.01%
253
ETH
320
Grayscale Ethereum Mini Trust ETF
ETH
$2.78B
$14.4K 0.01%
609
ULTA icon
321
Ulta Beauty
ULTA
$22.7B
$14K 0.01%
+30
PYPL icon
322
PayPal
PYPL
$65.6B
$14K 0.01%
188
-145
IEF icon
323
iShares 7-10 Year Treasury Bond ETF
IEF
$38.7B
$13.6K 0.01%
142
ORLY icon
324
O'Reilly Automotive
ORLY
$80B
$13.5K 0.01%
150
UNH icon
325
UnitedHealth
UNH
$322B
$13.4K 0.01%
43
-23
11 12
13
14 15