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KWM
Kiker Wealth Management Portfolio holdings
AUM
$256M
1-Year Est. Return
28.91%
This Fund
S&P 500
This Quarter
Est. Return
-0.02%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
103.56%
Top 10 Holdings %
Top 10 Hldgs %
46.91%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$11.2M |
| 2 |
VanEck Merk Gold Trust
OUNZ
|
+$9.56M |
| 3 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
+$6.84M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$6.17M |
| 5 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
+$5.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.74% |
| 2 | Consumer Discretionary | 5.12% |
| 3 | Financials | 3.81% |
| 4 | Industrials | 3.54% |
| 5 | Consumer Staples | 2.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
First Trust Dorsey Wright International Focus 5 ETF
IFV
$227M
| $1.16M | 0.94% |
+60,292
| New | +$1.2M |
|
27
Southern Company
SO
$106B
| $1.15M | 0.93% |
+13,991
| New | +$1.23M |
|
28
Edgewell Personal Care
EPC
$1.26B
| $1.14M | 0.92% |
+33,801
| New | +$1.19M |
|
29
First Trust Dorsey Wright Focus 5 ETF
FV
$3.63B
| $1.12M | 0.91% |
+18,977
| New | +$1.14M |
|
30
Uber
UBER
$143B
| $1.11M | 0.9% |
+18,482
| New | +$1.32M |
|
31
Burlington
BURL
$23.4B
| $1.05M | 0.85% |
+3,677
| New | +$994K |
|
32
Palantir
PLTR
$293B
| $950K | 0.77% |
+12,561
| New | +$732K |
|
33
Apple
AAPL
$4.9T
| $877K | 0.71% |
+3,502
| New | +$825K |
|
34
Griffon
GFF
$4.03B
| $868K | 0.7% |
+12,180
| New | +$884K |
|
35
DaVita
DVA
$15.3B
| $818K | 0.66% |
+5,468
| New | +$857K |
|
36
Microsoft
MSFT
$3.35T
| $802K | 0.65% |
+1,903
| New | +$811K |
|
37
Accenture
ACN
$99.9B
| $797K | 0.65% |
+2,266
| New | +$816K |
|
|
HES
38
DELISTED
Hess
HES
| $789K | 0.64% |
+5,931
| New | +$828K |
|
39
RLJ Lodging Trust
RLJ
$1.87B
| $761K | 0.62% |
+74,525
| New | +$724K |
|
40
Strategy Inc
MSTR
$35.7B
| $721K | 0.58% |
+2,488
| New | +$749K |
|
41
Coca-Cola
KO
$381B
| $658K | 0.53% |
+10,561
| New | +$689K |
|
42
Berkshire Hathaway Class B
BRK.B
$1.1T
| $651K | 0.53% |
+1,437
| New | +$664K |
|
43
Sprott Physical Gold
PHYS
$14.8B
| $641K | 0.52% |
+31,848
| New | +$655K |
|
44
IBM
IBM
$209B
| $638K | 0.52% |
+2,901
| New | +$646K |
|
45
Verizon
VZ
$193B
| $624K | 0.51% |
+15,604
| New | +$658K |
|
46
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.14B
| $614K | 0.5% |
+16,424
| New | +$641K |
|
|
IPG
47
DELISTED
Interpublic Group of Companies
IPG
| $613K | 0.5% |
+21,890
| New | +$654K |
|
48
Darden Restaurants
DRI
$23.7B
| $586K | 0.47% |
+3,138
| New | +$526K |
|
49
Vanguard Total Bond Market
BND
$158B
| $547K | 0.44% |
+7,601
| New | +$556K |
|
50
Archer Daniels Midland
ADM
$38.9B
| $544K | 0.44% |
+10,774
| New | +$583K |
|
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Kiker Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Kiker Wealth Management, which disclosed 171 positions worth $123M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is iShares Russell 2000 ETF: 49,131 shares worth $10.9M.
By sector, the portfolio is most concentrated in Technology at 6.7% of assets, followed by Consumer Discretionary and Financials.
- Kiker Wealth Management's largest Q4 2024 buy was iShares Russell 2000 ETF: 49,131 shares worth $10.9M.
- Kiker Wealth Management's ten largest holdings make up 47% of its $123M portfolio in Q4 2024.
- Kiker Wealth Management disclosed 171 positions in Q4 2024, its first 13F filing on record.
Based on Kiker Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.