KWM

Kiker Wealth Management Portfolio holdings

AUM $3.01M
1-Year Est. Return 31.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.53M
3
+$2.2M
4
FRO icon
Frontline
FRO
+$1.91M
5
ENVA icon
Enova International
ENVA
+$1.64M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

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
ZIMV
351
DELISTED
ZimVie
ZIMV
– –
-40
ZM icon
352
Zoom
ZM
$27.3B
– –
-100
LFWD icon
353
ReWalk Robotics
LFWD
$11.1M
– –
-71
MSTY icon
354
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.26B
– –
-71
ULTY icon
355
YieldMax Ultra Option Income Strategy ETF
ULTY
$1.19B
– –
-327
XTIA icon
356
XTI Aerospace
XTIA
$57.6M
– –
-5
DJT icon
357
Trump Media & Technology Group
DJT
$3.53B
– –
-88
GEV icon
358
GE Vernova
GEV
$196B
– –
-102
ETH
359
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.98B
– –
-609
ETHA
360
iShares Ethereum Trust ETF
ETHA
$1.55B
– –
-1,982
ETHE
361
Grayscale Ethereum Staking ETF Shares
ETHE
$2.99B
– –
-4,648
BTC
362
Grayscale Bitcoin Mini Trust ETF
BTC
$3.66B
– –
-768
CEP
363
DELISTED
Cantor Equity Partners
CEP
– –
-86
SOBO
364
South Bow Corp
SOBO
$5.91B
– –
-49
PRMB
365
Primo Brands
PRMB
$6.93B
– –
-250
XYZ
366
Block Inc
XYZ
$36.7B
– –
-4
SGI
367
Somnigroup International
SGI
$18.4B
– –
-52
DGXX
368
Digi Power X Inc
DGXX
$170M
– –
-200
TVRD
369
Tvardi Therapeutics
TVRD
$37.2M
– –
-13
BROS icon
370
Dutch Bros
BROS
$6.91B
– –
-588
BSM icon
371
Black Stone Minerals
BSM
$3.13B
– –
-10,750
EXK
372
Endeavour Silver
EXK
$3.22B
– –
-1,154
F icon
373
Ford
F
$55.3B
– –
-1,758
FBCG icon
374
Fidelity Blue Chip Growth ETF
FBCG
$5.42B
– –
-491
IVOL icon
375
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$482M
– –
-52
13 14
15
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