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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
DUSA icon
351
Davis Select US Equity ETF
DUSA
$1.27B
$12.8K 0.01%
+302
New +$13.3K
UHS icon
352
Universal Health Services
UHS
$10.3B
$12.6K 0.01%
+67
New +$12.2K
URNM icon
353
Sprott Uranium Miners ETF
URNM
$1.92B
$12.6K 0.01%
+388
New +$14.7K
AMD icon
354
Advanced Micro Devices
AMD
$803B
$12.5K 0.01%
+122
New +$13.6K
BP icon
355
BP
BP
$108B
$12.3K 0.01%
+363
New +$11.8K
VIG icon
356
Vanguard Dividend Appreciation ETF
VIG
$114B
$12.2K 0.01%
+63
New +$12.5K
IVT icon
357
InvenTrust Properties
IVT
$2.61B
$12K 0.01%
+408
New +$12K
DGRW icon
358
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
$12K 0.01%
+150
New +$12.3K
REMX icon
359
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.13B
$11.6K 0.01%
294
– –
UNP icon
360
Union Pacific
UNP
$176B
$11.6K 0.01%
+49
New +$11.8K
XAR icon
361
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.42B
$11.6K 0.01%
72
– –
JCI icon
362
Johnson Controls International
JCI
$93.7B
$11.5K 0.01%
+143
New +$11.8K
EEM icon
363
iShares MSCI Emerging Markets ETF
EEM
$29.3B
$11K 0.01%
252
– –
GEHC icon
364
GE HealthCare
GEHC
$31.7B
$10.9K 0.01%
+135
New +$11.6K
ZIM icon
365
ZIM Integrated Shipping Services
ZIM
$3.24B
$10.9K 0.01%
+746
New +$14K
MSB
366
Mesabi Trust
MSB
$303M
$10.7K 0.01%
+395
New +$10.8K
IXC icon
367
iShares Global Energy ETF
IXC
$2.78B
$10.5K 0.01%
250
– –
ETH
368
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.74B
$10.5K 0.01%
+609
New +$15.1K
ENB icon
369
Enbridge
ENB
$113B
$10.4K 0.01%
+235
New +$10.2K
RIVN icon
370
Rivian
RIVN
$22.3B
$10.3K 0.01%
+827
New +$10.4K
CCJ icon
371
Cameco
CCJ
$41B
$10.1K 0.01%
+246
New +$11.6K
BHK icon
372
BlackRock Core Bond Trust
BHK
$660M
$10.1K 0.01%
+929
New +$9.81K
FIW icon
373
First Trust Water ETF
FIW
$1.93B
$10.1K 0.01%
+100
New +$10.3K
PAYX icon
374
Paychex
PAYX
$42.5B
$9.87K 0.01%
+64
New +$9.41K
XLY icon
375
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$9.87K 0.01%
+100
New +$10.8K
13 14
15
16 17

Similar funds

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return

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.