KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.45M
3 +$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1 +$1.18M
2 +$1.1M
3 +$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$525K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FNDX icon
401
Schwab Fundamental US Large Company Index ETF
FNDX
$21.1B
$7.58K 0.01%
+321
SOXX icon
402
iShares Semiconductor ETF
SOXX
$16.1B
$7.53K 0.01%
40
ZM icon
403
Zoom
ZM
$25.2B
$7.38K 0.01%
+100
FNDE icon
404
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.97B
$7.27K 0.01%
+236
QAI icon
405
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$720M
$7.26K 0.01%
+232
PAG icon
406
Penske Automotive Group
PAG
$10.9B
$7.2K ﹤0.01%
+50
SGDJ icon
407
Sprott Junior Gold Miners ETF
SGDJ
$263M
$7.18K ﹤0.01%
+169
XYL icon
408
Xylem
XYL
$36.1B
$7.17K ﹤0.01%
+60
XLRE icon
409
Real Estate Select Sector SPDR Fund
XLRE
$7.95B
$7.16K ﹤0.01%
+171
DOW icon
410
Dow Inc
DOW
$17.6B
$6.98K ﹤0.01%
+200
PFFD icon
411
Global X US Preferred ETF
PFFD
$2.35B
$6.93K ﹤0.01%
+364
WTRG icon
412
Essential Utilities
WTRG
$11.6B
$6.92K ﹤0.01%
+175
CVS icon
413
CVS Health
CVS
$104B
$6.84K ﹤0.01%
+101
MDLZ icon
414
Mondelez International
MDLZ
$78.6B
$6.79K ﹤0.01%
+100
IUSV icon
415
iShares Core S&P US Value ETF
IUSV
$22.9B
$6.74K ﹤0.01%
+73
LQD icon
416
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$6.63K ﹤0.01%
+61
HODL icon
417
VanEck Bitcoin Trust
HODL
$1.67B
$6.62K ﹤0.01%
+284
WDS icon
418
Woodside Energy
WDS
$30.2B
$6.55K ﹤0.01%
+452
IUSG icon
419
iShares Core S&P US Growth ETF
IUSG
$26B
$6.48K ﹤0.01%
+51
BC icon
420
Brunswick
BC
$4.7B
$6.46K ﹤0.01%
+120
BCI icon
421
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.81B
$6.44K ﹤0.01%
+300
HLN icon
422
Haleon
HLN
$41.2B
$6.43K ﹤0.01%
+625
ATRC icon
423
AtriCure
ATRC
$1.87B
$6.42K ﹤0.01%
+199
NINE icon
424
Nine Energy Service
NINE
$29.1M
$6.38K ﹤0.01%
5,650
-5,000
CHE icon
425
Chemed
CHE
$6.36B
$6.15K ﹤0.01%
+10