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
PAG icon
376
Penske Automotive Group
PAG
$10.8B
$8.59K ﹤0.01%
50
ROP icon
377
Roper Technologies
ROP
$48.5B
$8.5K ﹤0.01%
15
SGDJ icon
378
Sprott Junior Gold Miners ETF
SGDJ
$264M
$8.4K ﹤0.01%
169
CRWD icon
379
CrowdStrike
CRWD
$137B
$8.15K ﹤0.01%
16
-24
MSTY icon
380
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.08B
$7.88K ﹤0.01%
355
+73
REMX icon
381
VanEck Rare Earth/Strategic Metals ETF
REMX
$904M
$7.87K ﹤0.01%
194
-100
ZM icon
382
Zoom
ZM
$25.3B
$7.8K ﹤0.01%
100
XYL icon
383
Xylem
XYL
$37.4B
$7.76K ﹤0.01%
60
HPQ icon
384
HP
HPQ
$25.9B
$7.73K ﹤0.01%
316
URNM icon
385
Sprott Uranium Miners ETF
URNM
$2.11B
$7.69K ﹤0.01%
160
-228
BAC icon
386
Bank of America
BAC
$388B
$7.57K ﹤0.01%
160
-50
IBDT icon
387
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
$7.45K ﹤0.01%
293
-31
VWO icon
388
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$7.42K ﹤0.01%
150
-2,013
PRMB
389
Primo Brands
PRMB
$8.15B
$7.41K ﹤0.01%
250
ONEQ icon
390
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.41B
$7.29K ﹤0.01%
+91
BTG icon
391
B2Gold
BTG
$6.46B
$7.22K ﹤0.01%
2,000
+1,000
WFC icon
392
Wells Fargo
WFC
$274B
$7.19K ﹤0.01%
90
-45
LULU icon
393
lululemon athletica
LULU
$20.1B
$7.13K ﹤0.01%
30
WDS icon
394
Woodside Energy
WDS
$30.4B
$6.97K ﹤0.01%
452
EIS icon
395
iShares MSCI Israel ETF
EIS
$448M
$6.83K ﹤0.01%
72
MDLZ icon
396
Mondelez International
MDLZ
$75.9B
$6.74K ﹤0.01%
100
BC icon
397
Brunswick
BC
$4.47B
$6.63K ﹤0.01%
120
SBLK icon
398
Star Bulk Carriers
SBLK
$2.14B
$6.55K ﹤0.01%
380
GLDM icon
399
SPDR Gold MiniShares Trust
GLDM
$21.8B
$6.55K ﹤0.01%
100
-400
WTRG icon
400
Essential Utilities
WTRG
$11B
$6.5K ﹤0.01%
175
14 15
16
17 18