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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
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Financials 6.93%
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
UMC icon
426
United Microelectronic
UMC
$47.7B
$5.13K ﹤0.01%
670
– –
FDN icon
427
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$5.12K ﹤0.01%
19
– –
EMR icon
428
Emerson Electric
EMR
$83.9B
$5.07K ﹤0.01%
38
– –
USHY icon
429
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$5.06K ﹤0.01%
+135
New +$4.95K
MP icon
430
MP Materials
MP
$7.36B
$4.99K ﹤0.01%
150
– –
TOST icon
431
Toast
TOST
$18.7B
$4.87K ﹤0.01%
110
– –
CHE icon
432
Chemed
CHE
$7.07B
$4.87K ﹤0.01%
10
– –
LQD icon
433
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$4.82K ﹤0.01%
44
-17
-28% -$1.82K
ADI icon
434
Analog Devices
ADI
$179B
$4.76K ﹤0.01%
20
– –
NCLH icon
435
Norwegian Cruise Line
NCLH
$8.51B
$4.66K ﹤0.01%
230
– –
PJAN icon
436
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
$4.58K ﹤0.01%
104
– –
AER icon
437
AerCap
AER
$23.7B
$4.56K ﹤0.01%
39
– –
TLH icon
438
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$4.47K ﹤0.01%
44
– –
KR icon
439
Kroger
KR
$35.4B
$4.45K ﹤0.01%
62
– –
GJAN icon
440
FT Vest US Equity Moderate Buffer ETF January
GJAN
$437M
$4.4K ﹤0.01%
110
– –
HEFA icon
441
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$4.33K ﹤0.01%
114
– –
AXP icon
442
American Express
AXP
$227B
$4.15K ﹤0.01%
13
– –
SLI
443
Standard Lithium
SLI
$502M
$4.12K ﹤0.01%
2,100
+100
+5% +$157
XLE icon
444
State Street Energy Select Sector SPDR ETF
XLE
$39B
$4.07K ﹤0.01%
96
– –
DWM icon
445
WisdomTree International Equity Fund
DWM
$679M
$4K ﹤0.01%
63
– –
TWLO icon
446
Twilio
TWLO
$30B
$3.98K ﹤0.01%
32
-191
-86% -$20.3K
NFG icon
447
National Fuel Gas
NFG
$7.82B
$3.9K ﹤0.01%
46
– –
VSS icon
448
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$3.9K ﹤0.01%
29
-182
-86% -$22.5K
SIRI icon
449
SiriusXM
SIRI
$9.98B
$3.88K ﹤0.01%
169
– –
ON icon
450
ON Semiconductor
ON
$31.8B
$3.67K ﹤0.01%
70
-18
-20% -$782
16 17
18
19 20

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HFRG
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CIA
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EBWM
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KAM
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GCCM
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ACM
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Kiker Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.

By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.

  • Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
  • Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
  • Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
  • Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
  • Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
  • Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.