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
TGT icon
326
Target
TGT
$42.8B
$13.2K 0.01%
134
+91
SJM icon
327
J.M. Smucker
SJM
$10.8B
$13.1K 0.01%
133
-15
CCJ icon
328
Cameco
CCJ
$46.4B
$13K 0.01%
175
-71
SM icon
329
SM Energy
SM
$2.37B
$12.9K 0.01%
523
-39,324
PALL icon
330
abrdn Physical Palladium Shares ETF
PALL
$657M
$12.6K 0.01%
+125
DGRW icon
331
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$12.6K 0.01%
150
GEM icon
332
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.18B
$12.5K 0.01%
337
-125
PPLT icon
333
abrdn Physical Platinum Shares ETF
PPLT
$1.89B
$12.3K 0.01%
100
+35
UHS icon
334
Universal Health Services
UHS
$14.3B
$12.1K 0.01%
67
PFE icon
335
Pfizer
PFE
$138B
$12.1K 0.01%
500
-526
SLYV icon
336
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.12B
$12.1K 0.01%
152
-38
ZIM icon
337
ZIM Integrated Shipping Services
ZIM
$1.82B
$12K 0.01%
746
GD icon
338
General Dynamics
GD
$92.8B
$12K 0.01%
41
+25
SCHB icon
339
Schwab US Broad Market ETF
SCHB
$38.4B
$11.9K 0.01%
+500
QCOM icon
340
Qualcomm
QCOM
$193B
$11.6K 0.01%
+73
TFPM icon
341
Triple Flag Precious Metals
TFPM
$5.78B
$11.5K 0.01%
484
RIVN icon
342
Rivian
RIVN
$16.6B
$11.4K 0.01%
827
IVT icon
343
InvenTrust Properties
IVT
$2.14B
$11.2K 0.01%
408
XLY icon
344
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$10.9K 0.01%
50
BP icon
345
BP
BP
$90.1B
$10.8K 0.01%
363
CCEP icon
346
Coca-Cola Europacific Partners
CCEP
$40B
$10.8K 0.01%
116
-33
AG icon
347
First Majestic Silver
AG
$6.19B
$10.8K 0.01%
1,300
+600
ENB icon
348
Enbridge
ENB
$102B
$10.7K 0.01%
235
XSW icon
349
SPDR S&P Software & Services ETF
XSW
$479M
$10.6K 0.01%
56
-86
AMAT icon
350
Applied Materials
AMAT
$188B
$10.6K 0.01%
+58
12 13
14
15 16