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
LEN icon
451
Lennar Class A
LEN
$31.8B
$3.54K ﹤0.01%
32
SGI
452
Somnigroup International
SGI
$17.1B
$3.54K ﹤0.01%
52
CB icon
453
Chubb
CB
$109B
$3.48K ﹤0.01%
12
DLTR icon
454
Dollar Tree
DLTR
$20.6B
$3.47K ﹤0.01%
35
VOD icon
455
Vodafone
VOD
$28.6B
$3.46K ﹤0.01%
325
-3,075
EBAY icon
456
eBay
EBAY
$39.7B
$3.42K ﹤0.01%
46
ALSN icon
457
Allison Transmission
ALSN
$6.82B
$3.42K ﹤0.01%
36
METV icon
458
Roundhill Ball Metaverse ETF
METV
$331M
$3.41K ﹤0.01%
+200
BK icon
459
Bank of New York Mellon
BK
$75.3B
$3.28K ﹤0.01%
+36
COF icon
460
Capital One
COF
$141B
$3.19K ﹤0.01%
15
HAL icon
461
Halliburton
HAL
$23.1B
$3.1K ﹤0.01%
152
-10
GTO icon
462
Invesco Total Return Bond ETF
GTO
$1.93B
$3.05K ﹤0.01%
65
-1,267
DBA icon
463
Invesco DB Agriculture Fund
DBA
$774M
$3.01K ﹤0.01%
115
UPS icon
464
United Parcel Service
UPS
$82.4B
$2.95K ﹤0.01%
29
-2,586
CW icon
465
Curtiss-Wright
CW
$22.9B
$2.93K ﹤0.01%
6
NG icon
466
NovaGold Resources
NG
$3.34B
$2.86K ﹤0.01%
700
YORW icon
467
York Water
YORW
$451M
$2.84K ﹤0.01%
90
HRL icon
468
Hormel Foods
HRL
$12B
$2.72K ﹤0.01%
90
AI icon
469
C3.ai
AI
$2.4B
$2.63K ﹤0.01%
107
-100
NVT icon
470
nVent Electric
NVT
$17.1B
$2.56K ﹤0.01%
35
FNDE icon
471
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.03B
$2.48K ﹤0.01%
75
-161
FTXL icon
472
First Trust Nasdaq Semiconductor ETF
FTXL
$372M
$2.45K ﹤0.01%
26
-63,052
AL icon
473
Air Lease Corp
AL
$7.13B
$2.4K ﹤0.01%
41
CEP
474
Cantor Equity Partners
CEP
$244M
$2.39K ﹤0.01%
+86
CINF icon
475
Cincinnati Financial
CINF
$23.8B
$2.38K ﹤0.01%
16
17 18
19
20 21