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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
LMBS icon
376
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$9.83K 0.01%
+200
New +$9.77K
WFC icon
377
Wells Fargo
WFC
$270B
$9.72K 0.01%
+135
New +$10.1K
GPN icon
378
Global Payments
GPN
$23.9B
$9.69K 0.01%
+99
New +$10.4K
LHX icon
379
L3Harris
LHX
$53.3B
$9.63K 0.01%
+46
New +$9.64K
KEYS icon
380
Keysight
KEYS
$57.4B
$9.44K 0.01%
+63
New +$10.4K
BLOK icon
381
Amplify Blockchain Technology ETF
BLOK
$1.08B
$9.33K 0.01%
+253
New +$11.1K
TFPM icon
382
Triple Flag Precious Metals
TFPM
$6.46B
$9.27K 0.01%
+484
New +$8.26K
XOP icon
383
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.49B
$9.22K 0.01%
70
– –
MET icon
384
MetLife
MET
$61.9B
$9.15K 0.01%
+114
New +$9.48K
MTZ icon
385
MasTec
MTZ
$21.4B
$8.99K 0.01%
+77
New +$10.4K
PRMB
386
Primo Brands
PRMB
$9.19B
$8.87K 0.01%
+250
New +$8.16K
ROP icon
387
Roper Technologies
ROP
$39B
$8.84K 0.01%
+15
New +$8.42K
BAC icon
388
Bank of America
BAC
$442B
$8.76K 0.01%
+210
New +$9.36K
HPQ icon
389
HP
HPQ
$26.1B
$8.75K 0.01%
+316
New +$10K
AMC icon
390
AMC Entertainment Holdings
AMC
$2.38B
$8.61K 0.01%
+3,000
New +$9.85K
B
391
Barrick Mining
B
$68.8B
$8.57K 0.01%
+441
New +$7.73K
LULU icon
392
lululemon athletica
LULU
$14B
$8.49K 0.01%
+30
New +$11K
GOAU icon
393
US Global GO Gold and Precious Metal Miners ETF
GOAU
$183M
$8.38K 0.01%
+334
New +$7.3K
ODFL icon
394
Old Dominion Freight Line
ODFL
$44.8B
$8.28K 0.01%
+50
New +$9.09K
SMR icon
395
NuScale Power
SMR
$3.25B
$8.2K 0.01%
+579
New +$11.7K
IBDT icon
396
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$8.18K 0.01%
+324
New +$8.12K
LGOV icon
397
First Trust Long Duration Opportunities ETF
LGOV
$624M
$8.15K 0.01%
+379
New +$8.01K
AMGN icon
398
Amgen
AMGN
$220B
$8.1K 0.01%
+26
New +$7.68K
OMFL icon
399
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.85B
$8K 0.01%
+150
New +$8.27K
FAB icon
400
First Trust Multi Cap Value AlphaDEX Fund
FAB
$170M
$7.95K 0.01%
+100
New +$8.22K
14 15
16
17 18

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
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 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.