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
SCHI icon
451
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.27B
$4.81K ﹤0.01%
+214
UMC icon
452
United Microelectronic
UMC
$18.9B
$4.79K ﹤0.01%
+670
QUAL icon
453
iShares MSCI USA Quality Factor ETF
QUAL
$54B
$4.79K ﹤0.01%
+28
AG icon
454
First Majestic Silver
AG
$6.29B
$4.68K ﹤0.01%
+700
SPDW icon
455
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$4.66K ﹤0.01%
+128
MRVL icon
456
Marvell Technology
MRVL
$72.5B
$4.62K ﹤0.01%
+75
ROBT icon
457
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$636M
$4.6K ﹤0.01%
113
TLH icon
458
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$4.57K ﹤0.01%
44
DSU icon
459
BlackRock Debt Strategies Fund
DSU
$573M
$4.52K ﹤0.01%
+433
CHRD icon
460
Chord Energy
CHRD
$5.3B
$4.51K ﹤0.01%
+40
TGT icon
461
Target
TGT
$42.8B
$4.51K ﹤0.01%
+43
XLE icon
462
Energy Select Sector SPDR Fund
XLE
$26.5B
$4.49K ﹤0.01%
+48
SGDM icon
463
Sprott Gold Miners ETF
SGDM
$578M
$4.48K ﹤0.01%
+118
FNDA icon
464
Schwab Fundamental US Small Company Index ETF
FNDA
$9.31B
$4.38K ﹤0.01%
+160
GD icon
465
General Dynamics
GD
$94.8B
$4.36K ﹤0.01%
+16
NCLH icon
466
Norwegian Cruise Line
NCLH
$10.7B
$4.36K ﹤0.01%
+230
AI icon
467
C3.ai
AI
$2.46B
$4.36K ﹤0.01%
+207
SID icon
468
Companhia Siderúrgica Nacional
SID
$2.22B
$4.33K ﹤0.01%
+2,595
PJAN icon
469
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$4.31K ﹤0.01%
+104
FSM icon
470
Fortuna Silver Mines
FSM
$2.5B
$4.27K ﹤0.01%
+700
C icon
471
Citigroup
C
$177B
$4.26K ﹤0.01%
+60
OR icon
472
OR Royalties Inc
OR
$6.28B
$4.22K ﹤0.01%
+200
FDN icon
473
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.68B
$4.22K ﹤0.01%
+19
KR icon
474
Kroger
KR
$44.5B
$4.2K ﹤0.01%
+62
ANGL icon
475
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$4.18K ﹤0.01%
145
-72