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
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.53M
3
+$2.2M
4
FRO icon
Frontline
FRO
+$1.91M
5
ENVA icon
Enova International
ENVA
+$1.64M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOMD icon
26
Nomad Foods
NOMD
$1.76B
$1.66M 0.84%
126,403
+41,164
UBER icon
27
Uber
UBER
$190B
$1.65M 0.83%
16,872
-555
ENVA icon
28
Enova International
ENVA
$3.36B
$1.64M 0.83%
+14,282
VOYA icon
29
Voya Financial
VOYA
$6.74B
$1.61M 0.81%
21,552
-587
SNV icon
30
Synovus
SNV
$7.01B
$1.57M 0.79%
+32,057
SUPV
31
Grupo Supervielle
SUPV
$964M
$1.56M 0.79%
316,161
+189,156
TGNA icon
32
TEGNA Inc
TGNA
$3.09B
$1.54M 0.78%
75,655
-2,509
COR icon
33
Cencora
COR
$65.9B
$1.52M 0.77%
4,857
+149
NVS icon
34
Novartis
NVS
$254B
$1.51M 0.76%
+11,749
LRN icon
35
Stride
LRN
$2.75B
$1.46M 0.74%
9,805
+813
EQNR icon
36
Equinor
EQNR
$57.6B
$1.43M 0.72%
58,609
-2,262
FV icon
37
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
$1.39M 0.7%
22,503
-552
IFV icon
38
First Trust Dorsey Wright International Focus 5 ETF
IFV
$184M
$1.35M 0.68%
55,131
-1,409
SO icon
39
Southern Company
SO
$95B
$1.34M 0.68%
14,128
+8
AAPL icon
40
Apple
AAPL
$4.12T
$1.28M 0.64%
5,013
-679
PLTR icon
41
Palantir
PLTR
$433B
$1.14M 0.58%
6,274
+16
CVX icon
42
Chevron
CVX
$300B
$1.11M 0.56%
7,161
+5,287
GDX icon
43
VanEck Gold Miners ETF
GDX
$23.8B
$1.07M 0.54%
13,948
-149
PHYS icon
44
Sprott Physical Gold
PHYS
$15.4B
$960K 0.48%
32,407
-200
ETR icon
45
Entergy
ETR
$42.1B
$884K 0.45%
9,485
+306
GFF icon
46
Griffon
GFF
$3.42B
$841K 0.43%
11,050
-702
MSTR icon
47
Strategy Inc
MSTR
$51.4B
$796K 0.4%
2,469
+27
IMTM icon
48
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.52B
$728K 0.37%
15,195
-259
PG icon
49
Procter & Gamble
PG
$335B
$692K 0.35%
4,501
+2,611
DRI icon
50
Darden Restaurants
DRI
$20.7B
$691K 0.35%
3,629
+911
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