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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
+1.15%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.2M
Cap. Flow
+$24.6M
Cap. Flow %
16.75%
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
JBL icon
Jabil
JBL
+$1.62M
2
EQNR icon
Equinor
EQNR
+$1.5M
3
TGNA
TEGNA Inc
TGNA
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$1.12M
2
EPC icon
Edgewell Personal Care
EPC
+$1.06M
3
BURL icon
Burlington
BURL
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

Rank Sector Weight
1 Technology 7.73%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARR
26
Armour Residential REIT
ARR
$2.33B
$1.24M 0.85%
72,770
-3,985
-5% -$74.3K
ENR icon
27
Energizer
ENR
$1.44B
$1.24M 0.85%
+41,476
New +$1.33M
APH icon
28
Amphenol
APH
$198B
$1.24M 0.85%
+18,907
New +$1.29M
TSM icon
29
TSMC
TSM
$2.1T
$1.22M 0.84%
7,379
+399
+6% +$77.5K
RMD icon
30
ResMed
RMD
$30.6B
$1.22M 0.83%
+5,464
New +$1.28M
IVZ icon
31
Invesco
IVZ
$13.1B
$1.19M 0.81%
78,693
-1,944
-2% -$33.2K
SM icon
32
SM Energy
SM
$7.8B
$1.19M 0.81%
+39,847
New +$1.43M
IFV icon
33
First Trust Dorsey Wright International Focus 5 ETF
IFV
$227M
$1.16M 0.79%
58,067
-2,225
-4% -$43.8K
SLVM icon
34
Sylvamo
SLVM
$1.49B
$1.14M 0.78%
+16,967
New +$1.24M
VRT icon
35
Vertiv
VRT
$93B
$1.1M 0.75%
15,261
-170
-1% -$18.1K
FV icon
36
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$1.01M 0.69%
18,378
-599
-3% -$35.5K
HAE icon
37
Haemonetics
HAE
$3.89B
$983K 0.67%
15,472
-330
-2% -$22.4K
HES
38
DELISTED
Hess
HES
$922K 0.63%
5,771
-160
-3% -$23.5K
GFF icon
39
Griffon
GFF
$3.95B
$855K 0.58%
11,961
-219
-2% -$16.2K
DVA icon
40
DaVita
DVA
$15.4B
$806K 0.55%
5,267
-201
-4% -$31.6K
OMC icon
41
Omnicom Group
OMC
$21.6B
$780K 0.53%
+9,410
New +$786K
KO icon
42
Coca-Cola
KO
$377B
$742K 0.51%
10,364
-197
-2% -$13.2K
ACN icon
43
Accenture
ACN
$102B
$704K 0.48%
2,257
-9
-0.4% -$3.18K
MSTR icon
44
Strategy Inc
MSTR
$34.1B
$690K 0.47%
2,393
-95
-4% -$30.2K
IBM icon
45
IBM
IBM
$211B
$672K 0.46%
2,702
-199
-7% -$48.7K
VZ icon
46
Verizon
VZ
$195B
$656K 0.45%
14,457
-1,147
-7% -$47.8K
EIX icon
47
Edison International
EIX
$28.2B
$651K 0.44%
+11,049
New +$635K
GDX icon
48
VanEck Gold Miners ETF
GDX
$22.7B
$643K 0.44%
13,992
+38
+0.3% +$1.54K
IMTM icon
49
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.13B
$632K 0.43%
15,836
-588
-4% -$23.3K
MSFT icon
50
Microsoft
MSFT
$3.45T
$628K 0.43%
1,674
-229
-12% -$93.4K
1
2
3 4 5

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Kiker Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Kiker Wealth Management held 735 positions worth $147M, up 19% from $123M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Kiker Wealth Management deployed $24.6M of net new capital in Q1 2025, opening 556 new positions and adding to 44 existing holdings. Its largest new stake was Jabil: 10,520 shares worth $1.43M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 6.7% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Edgewell Personal Care, an estimated $1.06M trimmed.

  • Kiker Wealth Management's largest Q1 2025 buy was Jabil: 10,520 shares worth $1.43M.
  • Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $1.16M increase.
  • Kiker Wealth Management's biggest Q1 2025 reduction was Edgewell Personal Care, cutting an estimated $1.06M.
  • Kiker Wealth Management fully exited Comfort Systems in Q1 2025, selling an estimated $1.12M.
  • Kiker Wealth Management's ten largest holdings make up 41% of its $147M portfolio in Q1 2025.
  • Kiker Wealth Management opened 556 new positions and closed 18 in Q1 2025.
  • Kiker Wealth Management's portfolio value rose 19% quarter-over-quarter to $147M.

Based on Kiker Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.