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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
EMN icon
351
Eastman Chemical
EMN
$8.39B
– –
-6,894
Closed -$515K
EMR icon
352
Emerson Electric
EMR
$91B
– –
-38
Closed -$5.07K
EMX
353
DELISTED
EMX Royalty
EMX
– –
-500
Closed -$1.26K
EMXC icon
354
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.2B
– –
-263
Closed -$16.6K
ENB icon
355
Enbridge
ENB
$113B
– –
-235
Closed -$10.7K
EOSE icon
356
Eos Energy Enterprises
EOSE
$1.38B
– –
-75
Closed -$384
EPC icon
357
Edgewell Personal Care
EPC
$1.35B
– –
-1
Closed -$20
EPI icon
358
WisdomTree India Earnings Fund ETF
EPI
$2.05B
– –
-345
Closed -$16.4K
EQIX icon
359
Equinix
EQIX
$104B
– –
-1
Closed -$795
ES icon
360
Eversource Energy
ES
$27.3B
– –
-600
Closed -$38.2K
ETG
361
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.84B
– –
-4,334
Closed -$90.8K
EXK
362
Endeavour Silver
EXK
$2.65B
– –
-1,154
Closed -$5.68K
F icon
363
Ford
F
$56.3B
– –
-1,758
Closed -$19.1K
FBCG
364
Fidelity Blue Chip Growth ETF
FBCG
$7.24B
– –
-491
Closed -$23.7K
FCX icon
365
Freeport-McMoran
FCX
$99.8B
– –
-4
Closed -$173
FDN icon
366
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.42B
– –
-19
Closed -$5.12K
FDS icon
367
Factset
FDS
$9.89B
– –
-112
Closed -$50.1K
FENY icon
368
Fidelity MSCI Energy Index ETF
FENY
$1.93B
– –
-2,008
Closed -$47.1K
FESM icon
369
Fidelity Enhanced Small Cap Core ETF
FESM
$6.21B
– –
-619
Closed -$19.8K
FFIN icon
370
First Financial Bankshares
FFIN
$5.06B
– –
-1,310
Closed -$47.1K
FISV
371
Fiserv Inc
FISV
$28.9B
– –
-1,106
Closed -$191K
FMDE icon
372
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.94B
– –
-593
Closed -$20.4K
FN icon
373
Fabrinet
FN
$18.7B
– –
-5
Closed -$1.47K
FNF icon
374
Fidelity National Financial
FNF
$13.8B
– –
-1
Closed -$47
FNV icon
375
Franco-Nevada
FNV
$43.7B
– –
-471
Closed -$77.2K
13 14
15
16 17

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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.