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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
+11.7%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
+$3.83M
Cap. Flow %
1.94%
Top 10 Hldgs %
50.43%
Holding
678
New
52
Increased
71
Reduced
52
Closed
455

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.45M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$2.33M
3
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

Rank Stock Value
1
EAT icon
Brinker International
EAT
+$1.61M
2
KMPR icon
Kemper
KMPR
+$1.55M
3
HES
Hess
HES
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

Rank Sector Weight
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
$1.68B
$1.66M 0.84%
126,403
+41,164
+48% +$645K
UBER icon
27
Uber
UBER
$143B
$1.65M 0.83%
16,872
-555
-3% -$51.9K
ENVA icon
28
Enova International
ENVA
$6.37B
$1.64M 0.83%
+14,282
New +$1.63M
VOYA icon
29
Voya Financial
VOYA
$9.03B
$1.61M 0.81%
21,552
-587
-3% -$43.3K
SNV
30
DELISTED
Synovus
SNV
$1.57M 0.79%
+32,057
New +$1.64M
SUPV
31
Grupo Supervielle
SUPV
$829M
$1.56M 0.79%
316,161
+189,156
+149% +$1.65M
TGNA
32
DELISTED
TEGNA Inc
TGNA
$1.54M 0.78%
75,655
-2,509
-3% -$47.8K
COR icon
33
Cencora
COR
$60.7B
$1.52M 0.77%
4,857
+149
+3% +$43.8K
NVS icon
34
Novartis
NVS
$297B
$1.51M 0.76%
+11,749
New +$1.43M
LRN icon
35
Stride
LRN
$3.4B
$1.46M 0.74%
9,805
+813
+9% +$119K
EQNR icon
36
Equinor
EQNR
$97.6B
$1.43M 0.72%
58,609
-2,262
-4% -$56.7K
FV icon
37
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$1.39M 0.7%
22,503
-552
-2% -$33.6K
IFV icon
38
First Trust Dorsey Wright International Focus 5 ETF
IFV
$226M
$1.35M 0.68%
55,131
-1,409
-2% -$33.4K
SO icon
39
Southern Company
SO
$109B
$1.34M 0.68%
14,128
+8
+0.1% +$747
AAPL icon
40
Apple
AAPL
$4.44T
$1.28M 0.64%
5,013
-679
-12% -$153K
PLTR icon
41
Palantir
PLTR
$293B
$1.14M 0.58%
6,274
+16
+0.3% +$2.59K
CVX icon
42
Chevron
CVX
$391B
$1.11M 0.56%
7,161
+5,287
+282% +$819K
GDX icon
43
VanEck Gold Miners ETF
GDX
$22.7B
$1.07M 0.54%
13,948
-149
-1% -$8.97K
PHYS icon
44
Sprott Physical Gold
PHYS
$14.6B
$960K 0.48%
32,407
-200
-0.6% -$5.31K
ETR icon
45
Entergy
ETR
$50.5B
$884K 0.45%
9,485
+306
+3% +$26.9K
GFF icon
46
Griffon
GFF
$3.98B
$841K 0.43%
11,050
-702
-6% -$54.1K
MSTR icon
47
Strategy Inc
MSTR
$34.3B
$796K 0.4%
2,469
+27
+1% +$10K
IMTM icon
48
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.14B
$728K 0.37%
15,195
-259
-2% -$12K
PG icon
49
Procter & Gamble
PG
$335B
$692K 0.35%
4,501
+2,611
+138% +$408K
DRI icon
50
Darden Restaurants
DRI
$23.5B
$691K 0.35%
3,629
+911
+34% +$187K
1
2
3 4 5

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Kiker Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kiker Wealth Management held 678 positions worth $198M, up 12% from $177M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Kiker Wealth Management's Q3 2025 filing shows 52 new, 71 increased, 52 reduced and 455 closed positions. Its largest new stake was Synovus: 32,057 shares worth $1.57M. The largest sale was Brinker International, an estimated $1.61M.

By sector, the portfolio is most concentrated in Financials at 7.2% of assets, up from 6.9% a quarter earlier, followed by Technology and Energy.

  • Kiker Wealth Management's largest Q3 2025 buy was Synovus: 32,057 shares worth $1.57M.
  • Kiker Wealth Management added most to iShares MSCI Brazil ETF in Q3 2025, an estimated $2.45M increase.
  • Kiker Wealth Management's biggest Q3 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $306K.
  • Kiker Wealth Management fully exited Brinker International in Q3 2025, selling an estimated $1.61M.
  • Kiker Wealth Management's ten largest holdings make up 50% of its $198M portfolio in Q3 2025.
  • Kiker Wealth Management opened 52 new positions and closed 455 in Q3 2025.
  • Kiker Wealth Management's portfolio value rose 12% quarter-over-quarter to $198M.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.