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
EMR icon
426
Emerson Electric
EMR
$78B
$5.07K ﹤0.01%
38
USHY icon
427
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$5.06K ﹤0.01%
+135
MP icon
428
MP Materials
MP
$11.6B
$4.99K ﹤0.01%
150
TOST icon
429
Toast
TOST
$20.2B
$4.87K ﹤0.01%
110
CHE icon
430
Chemed
CHE
$6.81B
$4.87K ﹤0.01%
10
LQD icon
431
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.2B
$4.82K ﹤0.01%
44
-17
ADI icon
432
Analog Devices
ADI
$116B
$4.76K ﹤0.01%
20
NCLH icon
433
Norwegian Cruise Line
NCLH
$10.3B
$4.66K ﹤0.01%
230
PJAN icon
434
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$4.58K ﹤0.01%
104
AER icon
435
AerCap
AER
$23.2B
$4.56K ﹤0.01%
39
TLH icon
436
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$4.47K ﹤0.01%
44
KR icon
437
Kroger
KR
$43.6B
$4.45K ﹤0.01%
62
GJAN icon
438
FT Vest US Equity Moderate Buffer ETF January
GJAN
$367M
$4.4K ﹤0.01%
110
HEFA icon
439
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.75B
$4.33K ﹤0.01%
114
AXP icon
440
American Express
AXP
$250B
$4.15K ﹤0.01%
13
SLI
441
Standard Lithium
SLI
$898M
$4.12K ﹤0.01%
2,100
+100
XLE icon
442
Energy Select Sector SPDR Fund
XLE
$26.6B
$4.07K ﹤0.01%
48
DWM icon
443
WisdomTree International Equity Fund
DWM
$606M
$4K ﹤0.01%
63
TWLO icon
444
Twilio
TWLO
$17.5B
$3.98K ﹤0.01%
32
-191
NFG icon
445
National Fuel Gas
NFG
$7.17B
$3.9K ﹤0.01%
46
VSS icon
446
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.89B
$3.9K ﹤0.01%
29
-182
SIRI icon
447
SiriusXM
SIRI
$7.87B
$3.88K ﹤0.01%
169
ON icon
448
ON Semiconductor
ON
$21B
$3.67K ﹤0.01%
70
-18
SID icon
449
Companhia Siderúrgica Nacional
SID
$2.37B
$3.63K ﹤0.01%
2,595
GSL icon
450
Global Ship Lease
GSL
$1.09B
$3.58K ﹤0.01%
136
16 17
18
19 20