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
SPYG icon
401
SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.1B
$6.48K ﹤0.01%
68
-130
HPE icon
402
Hewlett Packard
HPE
$32.1B
$6.46K ﹤0.01%
316
SPPP
403
Sprott Physical Platinum and Palladium Trust
SPPP
$453M
$6.45K ﹤0.01%
550
CVS icon
404
CVS Health
CVS
$98.4B
$6.35K ﹤0.01%
92
-9
WMB icon
405
Williams Companies
WMB
$70.2B
$6.28K ﹤0.01%
100
BCI icon
406
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.79B
$6.23K ﹤0.01%
300
PANW icon
407
Palo Alto Networks
PANW
$149B
$6.14K ﹤0.01%
30
PAYX icon
408
Paychex
PAYX
$42.3B
$6.11K ﹤0.01%
42
-22
RIOT icon
409
Riot Platforms
RIOT
$7.93B
$6.1K ﹤0.01%
540
+40
PNR icon
410
Pentair
PNR
$17.7B
$6.06K ﹤0.01%
59
EEM icon
411
iShares MSCI Emerging Markets ETF
EEM
$21.1B
$5.88K ﹤0.01%
122
-130
IHG icon
412
InterContinental Hotels
IHG
$18.7B
$5.77K ﹤0.01%
50
HL icon
413
Hecla Mining
HL
$8.52B
$5.73K ﹤0.01%
957
SMOG icon
414
VanEck Low Carbon Energy ETF
SMOG
$141M
$5.72K ﹤0.01%
52
VEA icon
415
Vanguard FTSE Developed Markets ETF
VEA
$180B
$5.7K ﹤0.01%
100
-1,292
EXK
416
Endeavour Silver
EXK
$2.42B
$5.68K ﹤0.01%
1,154
OLN icon
417
Olin
OLN
$2.4B
$5.64K ﹤0.01%
+281
BIDU icon
418
Baidu
BIDU
$42.1B
$5.49K ﹤0.01%
64
ROBT icon
419
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$634M
$5.46K ﹤0.01%
113
DOW icon
420
Dow Inc
DOW
$17.3B
$5.3K ﹤0.01%
200
AGQ icon
421
ProShares Ultra Silver
AGQ
$1.07B
$5.27K ﹤0.01%
111
ACHR icon
422
Archer Aviation
ACHR
$7.04B
$5.23K ﹤0.01%
482
+444
CCI icon
423
Crown Castle
CCI
$40.4B
$5.14K ﹤0.01%
50
UMC icon
424
United Microelectronic
UMC
$19B
$5.13K ﹤0.01%
670
FDN icon
425
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.71B
$5.12K ﹤0.01%
19
15 16
17
18 19