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
$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
KMPR icon
26
Kemper
KMPR
$3.09B
$1.55M 0.87%
+23,972
EQNR icon
27
Equinor
EQNR
$59.3B
$1.53M 0.86%
60,871
-1,123
LTM
28
LATAM Airlines Group S.A.
LTM
$13.5B
$1.46M 0.82%
+35,910
NOMD icon
29
Nomad Foods
NOMD
$1.83B
$1.45M 0.82%
+85,239
COR icon
30
Cencora
COR
$64.1B
$1.41M 0.8%
4,708
+4,658
EME icon
31
Emcor
EME
$29.1B
$1.4M 0.79%
+2,610
FV icon
32
First Trust Dorsey Wright Focus 5 ETF
FV
$3.72B
$1.37M 0.77%
23,055
+4,677
SUPV
33
Grupo Supervielle
SUPV
$540M
$1.34M 0.76%
+127,005
TGNA icon
34
TEGNA Inc
TGNA
$3.24B
$1.31M 0.74%
78,164
-1,682
LRN icon
35
Stride
LRN
$6.62B
$1.31M 0.74%
+8,992
SO icon
36
Southern Company
SO
$108B
$1.3M 0.73%
14,120
+8
IFV icon
37
First Trust Dorsey Wright International Focus 5 ETF
IFV
$174M
$1.3M 0.73%
56,540
-1,527
AAPL icon
38
Apple
AAPL
$3.85T
$1.17M 0.66%
5,692
-457
MSTR icon
39
Strategy Inc
MSTR
$83.2B
$987K 0.56%
2,442
+49
PLTR icon
40
Palantir
PLTR
$411B
$853K 0.48%
6,258
-77
GFF icon
41
Griffon
GFF
$3.57B
$850K 0.48%
11,752
-209
PHYS icon
42
Sprott Physical Gold
PHYS
$14B
$827K 0.47%
32,607
+6,603
IBM icon
43
IBM
IBM
$268B
$797K 0.45%
2,703
+1
HES
44
DELISTED
Hess
HES
$785K 0.44%
5,669
-102
ETR icon
45
Entergy
ETR
$42.8B
$763K 0.43%
+9,179
GDX icon
46
VanEck Gold Miners ETF
GDX
$20.6B
$734K 0.41%
14,097
+105
KO icon
47
Coca-Cola
KO
$308B
$733K 0.41%
10,365
+1
DVA icon
48
DaVita
DVA
$9.24B
$720K 0.41%
5,057
-210
IMTM icon
49
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.3B
$706K 0.4%
15,454
-382
IPG icon
50
Interpublic Group of Companies
IPG
$10.2B
$699K 0.39%
28,534
+7,764
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