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
KEYS icon
351
Keysight
KEYS
$29.3B
$10.3K 0.01%
63
AMD icon
352
Advanced Micro Devices
AMD
$429B
$10.2K 0.01%
72
-50
XME icon
353
SPDR S&P Metals & Mining ETF
XME
$2.81B
$10.2K 0.01%
152
-100
WBD icon
354
Warner Bros
WBD
$52.8B
$10.2K 0.01%
887
-1,710
GEHC icon
355
GE HealthCare
GEHC
$35.2B
$10K 0.01%
135
ROK icon
356
Rockwell Automation
ROK
$41.4B
$9.96K 0.01%
30
OXY.WS icon
357
Occidental Petroleum Corp Warrants
OXY.WS
$17.7B
$9.9K 0.01%
478
IXC icon
358
iShares Global Energy ETF
IXC
$1.87B
$9.81K 0.01%
250
GOAU icon
359
US Global GO Gold and Precious Metal Miners ETF
GOAU
$160M
$9.8K 0.01%
334
VO icon
360
Vanguard Mid-Cap ETF
VO
$88.1B
$9.79K 0.01%
+35
BMY icon
361
Bristol-Myers Squibb
BMY
$86.7B
$9.72K 0.01%
210
-5,420
SOXX icon
362
iShares Semiconductor ETF
SOXX
$16.9B
$9.55K 0.01%
40
MSB
363
Mesabi Trust
MSB
$466M
$9.46K 0.01%
395
QQEW icon
364
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.96B
$9.42K 0.01%
+69
TJX icon
365
TJX Companies
TJX
$158B
$9.38K 0.01%
76
-44
AMC icon
366
AMC Entertainment Holdings
AMC
$1.36B
$9.3K 0.01%
3,000
PARR icon
367
Par Pacific Holdings
PARR
$2.08B
$9.29K 0.01%
350
MET icon
368
MetLife
MET
$52.1B
$9.17K 0.01%
114
RIO icon
369
Rio Tinto
RIO
$118B
$9.14K 0.01%
157
-153
IE icon
370
Ivanhoe Electric
IE
$2.03B
$9.07K 0.01%
+1,000
BHK icon
371
BlackRock Core Bond Trust
BHK
$705M
$9.03K 0.01%
929
AFRM icon
372
Affirm
AFRM
$24B
$8.99K 0.01%
130
AMGN icon
373
Amgen
AMGN
$157B
$8.94K 0.01%
32
+6
XOP icon
374
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.8B
$8.81K 0.01%
70
HODL icon
375
VanEck Bitcoin Trust
HODL
$1.67B
$8.65K ﹤0.01%
284