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
DJP icon
426
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$615M
$6.04K ﹤0.01%
+171
WMB icon
427
Williams Companies
WMB
$70.2B
$5.98K ﹤0.01%
+100
PPLT icon
428
abrdn Physical Platinum Shares ETF
PPLT
$1.9B
$5.94K ﹤0.01%
+65
SBLK icon
429
Star Bulk Carriers
SBLK
$2B
$5.91K ﹤0.01%
+380
BIDU icon
430
Baidu
BIDU
$42.2B
$5.89K ﹤0.01%
+64
AFRM icon
431
Affirm
AFRM
$24.6B
$5.88K ﹤0.01%
+130
NEWT icon
432
NewtekOne
NEWT
$316M
$5.76K ﹤0.01%
+482
MSTY icon
433
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.32B
$5.73K ﹤0.01%
+282
LSAT icon
434
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$95.2M
$5.49K ﹤0.01%
+137
IHG icon
435
InterContinental Hotels
IHG
$18.8B
$5.48K ﹤0.01%
+50
SPPP
436
Sprott Physical Platinum and Palladium Trust
SPPP
$456M
$5.47K ﹤0.01%
+550
SCHX icon
437
Schwab US Large- Cap ETF
SCHX
$61.9B
$5.37K ﹤0.01%
+243
EIS icon
438
iShares MSCI Israel ETF
EIS
$441M
$5.35K ﹤0.01%
72
HL icon
439
Hecla Mining
HL
$8.68B
$5.32K ﹤0.01%
+957
SMOG icon
440
VanEck Low Carbon Energy ETF
SMOG
$138M
$5.26K ﹤0.01%
52
CCI icon
441
Crown Castle
CCI
$42.9B
$5.21K ﹤0.01%
+50
PNR icon
442
Pentair
PNR
$18B
$5.16K ﹤0.01%
+59
AGQ icon
443
ProShares Ultra Silver
AGQ
$1.07B
$5.12K ﹤0.01%
+111
PANW icon
444
Palo Alto Networks
PANW
$147B
$5.12K ﹤0.01%
+30
HIGH icon
445
Simplify Enhanced Income ETF
HIGH
$189M
$5K ﹤0.01%
+228
PARR icon
446
Par Pacific Holdings
PARR
$2.03B
$4.99K ﹤0.01%
+350
EXK
447
Endeavour Silver
EXK
$2.35B
$4.93K ﹤0.01%
+1,154
HPE icon
448
Hewlett Packard
HPE
$31B
$4.88K ﹤0.01%
+316
SPAB icon
449
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.72B
$4.85K ﹤0.01%
190
DKNG icon
450
DraftKings
DKNG
$16.4B
$4.82K ﹤0.01%
+145