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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
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Financials 6.93%
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
XSW icon
351
State Street SPDR S&P Software & Services ETF
XSW
$464M
$10.6K 0.01%
56
-86
-61% -$14.8K
AMAT icon
352
Applied Materials
AMAT
$407B
$10.6K 0.01%
+58
New +$9.19K
KEYS icon
353
Keysight
KEYS
$54.8B
$10.3K 0.01%
63
– –
AMD icon
354
Advanced Micro Devices
AMD
$784B
$10.2K 0.01%
72
-50
-41% -$5.44K
XME icon
355
State Street SPDR S&P Metals & Mining ETF
XME
$3.89B
$10.2K 0.01%
152
-100
-40% -$5.94K
WBD icon
356
Warner Bros
WBD
$65.9B
$10.2K 0.01%
887
-1,710
-66% -$15.9K
GEHC icon
357
GE HealthCare
GEHC
$31.3B
$10K 0.01%
135
– –
ROK icon
358
Rockwell Automation
ROK
$53.9B
$9.96K 0.01%
30
– –
OXY.WS icon
359
Occidental Petroleum Corp Warrants
OXY.WS
$32B
$9.9K 0.01%
478
– –
IXC icon
360
iShares Global Energy ETF
IXC
$2.84B
$9.81K 0.01%
250
– –
GOAU icon
361
US Global GO Gold and Precious Metal Miners ETF
GOAU
$164M
$9.8K 0.01%
334
– –
VO icon
362
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$9.79K 0.01%
+140
New +$9.19K
BMY icon
363
Bristol-Myers Squibb
BMY
$134B
$9.72K 0.01%
210
-5,420
-96% -$266K
SOXX icon
364
iShares Semiconductor ETF
SOXX
$45.2B
$9.55K 0.01%
40
– –
MSB
365
Mesabi Trust
MSB
$294M
$9.46K 0.01%
395
– –
QQEW icon
366
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.76B
$9.42K 0.01%
+69
New +$8.69K
TJX icon
367
TJX Companies
TJX
$173B
$9.38K 0.01%
76
-44
-37% -$5.58K
AMC icon
368
AMC Entertainment Holdings
AMC
$2.53B
$9.3K 0.01%
3,000
– –
PARR icon
369
Par Pacific Holdings
PARR
$4.31B
$9.29K 0.01%
350
– –
MET icon
370
MetLife
MET
$62B
$9.17K 0.01%
114
– –
RIO icon
371
Rio Tinto
RIO
$155B
$9.14K 0.01%
157
-153
-49% -$9.03K
IE icon
372
Ivanhoe Electric
IE
$1.49B
$9.07K 0.01%
+1,000
New +$6.94K
BHK icon
373
BlackRock Core Bond Trust
BHK
$645M
$9.03K 0.01%
929
– –
AFRM icon
374
Affirm
AFRM
$25.4B
$8.99K 0.01%
130
– –
AMGN icon
375
Amgen
AMGN
$205B
$8.94K 0.01%
32
+6
+23% +$1.7K
13 14
15
16 17

Similar funds

Axa
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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
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 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

Kiker Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.

By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.

  • Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
  • Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
  • Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
  • Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
  • Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
  • Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.