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
ARR
26
Armour Residential REIT
ARR
$1.84B
$1.24M 0.85%
72,770
-3,985
ENR icon
27
Energizer
ENR
$1.67B
$1.24M 0.85%
+41,476
APH icon
28
Amphenol
APH
$165B
$1.24M 0.85%
+18,907
TSM icon
29
TSMC
TSM
$1.54T
$1.22M 0.84%
7,379
+399
RMD icon
30
ResMed
RMD
$38.7B
$1.22M 0.83%
+5,464
IVZ icon
31
Invesco
IVZ
$10.4B
$1.19M 0.81%
78,693
-1,944
SM icon
32
SM Energy
SM
$2.46B
$1.19M 0.81%
+39,847
IFV icon
33
First Trust Dorsey Wright International Focus 5 ETF
IFV
$175M
$1.16M 0.79%
58,067
-2,225
SLVM icon
34
Sylvamo
SLVM
$1.76B
$1.14M 0.78%
+16,967
VRT icon
35
Vertiv
VRT
$71.6B
$1.1M 0.75%
15,261
-170
FV icon
36
First Trust Dorsey Wright Focus 5 ETF
FV
$3.75B
$1.01M 0.69%
18,378
-599
HAE icon
37
Haemonetics
HAE
$2.48B
$983K 0.67%
15,472
-330
HES
38
DELISTED
Hess
HES
$922K 0.63%
5,771
-160
GFF icon
39
Griffon
GFF
$3.58B
$855K 0.58%
11,961
-219
DVA icon
40
DaVita
DVA
$9.29B
$806K 0.55%
5,267
-201
OMC icon
41
Omnicom Group
OMC
$15.6B
$780K 0.53%
+9,410
KO icon
42
Coca-Cola
KO
$301B
$742K 0.51%
10,364
-197
ACN icon
43
Accenture
ACN
$154B
$704K 0.48%
2,257
-9
MSTR icon
44
Strategy Inc
MSTR
$83.5B
$690K 0.47%
2,393
-95
IBM icon
45
IBM
IBM
$276B
$672K 0.46%
2,702
-199
VZ icon
46
Verizon
VZ
$164B
$656K 0.45%
14,457
-1,147
EIX icon
47
Edison International
EIX
$22.2B
$651K 0.44%
+11,049
GDX icon
48
VanEck Gold Miners ETF
GDX
$21.2B
$643K 0.44%
13,992
+38
IMTM icon
49
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.32B
$632K 0.43%
15,836
-588
MSFT icon
50
Microsoft
MSFT
$3.88T
$628K 0.43%
1,674
-229
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