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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
+11.7%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
+$3.83M
Cap. Flow %
1.94%
Top 10 Hldgs %
50.43%
Holding
678
New
52
Increased
71
Reduced
52
Closed
455

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.45M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$2.33M
3
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

Rank Stock Value
1
EAT icon
Brinker International
EAT
+$1.61M
2
KMPR icon
Kemper
KMPR
+$1.55M
3
HES
Hess
HES
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

Rank Sector Weight
1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEVA icon
301
CEVA Inc
CEVA
$1.01B
– –
-20
Closed -$440
CGAU
302
Centerra Gold
CGAU
$3.55B
– –
-200
Closed -$1.44K
CGC
303
Canopy Growth
CGC
$393M
– –
-17
Closed -$21
CHE icon
304
Chemed
CHE
$7.05B
– –
-10
Closed -$4.87K
CHPT icon
305
ChargePoint
CHPT
$152M
– –
-3
Closed -$42
CHTR icon
306
Charter Communications
CHTR
$18.3B
– –
-2
Closed -$818
CHWY icon
307
Chewy
CHWY
$9.87B
– –
-20
Closed -$852
CIEN icon
308
Ciena
CIEN
$58.2B
– –
-5
Closed -$407
CINF icon
309
Cincinnati Financial
CINF
$27.5B
– –
-16
Closed -$2.38K
CMCSA icon
310
Comcast
CMCSA
$88.5B
– –
-450
Closed -$16.1K
CMG icon
311
Chipotle Mexican Grill
CMG
$42.8B
– –
-1,100
Closed -$61.8K
COF icon
312
Capital One
COF
$136B
– –
-15
Closed -$3.19K
COIN icon
313
Coinbase
COIN
$39.8B
– –
-353
Closed -$124K
COP icon
314
ConocoPhillips
COP
$144B
– –
-978
Closed -$87.8K
COST icon
315
Costco
COST
$420B
– –
-27
Closed -$26.6K
COWZ icon
316
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
– –
-1,077
Closed -$59.3K
CPER icon
317
United States Copper Index Fund
CPER
$777M
– –
-1,000
Closed -$31.6K
CRM icon
318
Salesforce
CRM
$156B
– –
-186
Closed -$50.7K
CRON
319
Cronos Group
CRON
$1.05B
– –
-18
Closed -$34
CRTO icon
320
Criteo S.A. Ordinary Shares
CRTO
$1.13B
– –
-50
Closed -$1.2K
CRWD icon
321
CrowdStrike
CRWD
$215B
– –
-64
Closed -$8.15K
CSCO icon
322
Cisco
CSCO
$480B
– –
-938
Closed -$65K
CTAS icon
323
Cintas
CTAS
$81.5B
– –
-4
Closed -$891
CSX icon
324
CSX Corp
CSX
$94.5B
– –
-5,465
Closed -$178K
CVS icon
325
CVS Health
CVS
$133B
– –
-92
Closed -$6.35K
11 12
13
14 15

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Kiker Wealth Management held 678 positions worth $198M, up 12% from $177M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Kiker Wealth Management's Q3 2025 filing shows 52 new, 71 increased, 52 reduced and 455 closed positions. Its largest new stake was Synovus: 32,057 shares worth $1.57M. The largest sale was Brinker International, an estimated $1.61M.

By sector, the portfolio is most concentrated in Financials at 7.2% of assets, up from 6.9% a quarter earlier, followed by Technology and Energy.

  • Kiker Wealth Management's largest Q3 2025 buy was Synovus: 32,057 shares worth $1.57M.
  • Kiker Wealth Management added most to iShares MSCI Brazil ETF in Q3 2025, an estimated $2.45M increase.
  • Kiker Wealth Management's biggest Q3 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $306K.
  • Kiker Wealth Management fully exited Brinker International in Q3 2025, selling an estimated $1.61M.
  • Kiker Wealth Management's ten largest holdings make up 50% of its $198M portfolio in Q3 2025.
  • Kiker Wealth Management opened 52 new positions and closed 455 in Q3 2025.
  • Kiker Wealth Management's portfolio value rose 12% quarter-over-quarter to $198M.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.