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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
FDN icon
476
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$4.22K ﹤0.01%
+19
New +$4.68K
KR icon
477
Kroger
KR
$34.7B
$4.2K ﹤0.01%
+62
New +$3.93K
ANGL icon
478
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$4.18K ﹤0.01%
145
-72
-33% -$2.08K
EMR icon
479
Emerson Electric
EMR
$88.5B
$4.17K ﹤0.01%
+38
New +$4.58K
GJAN icon
480
FT Vest US Equity Moderate Buffer ETF January
GJAN
$438M
$4.14K ﹤0.01%
+110
New +$4.25K
HEFA icon
481
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.71B
$4.14K ﹤0.01%
114
– –
HAL icon
482
Halliburton
HAL
$26.5B
$4.11K ﹤0.01%
+162
New +$4.26K
ADI icon
483
Analog Devices
ADI
$190B
$4.03K ﹤0.01%
+20
New +$4.32K
AER icon
484
AerCap
AER
$23.9B
$3.98K ﹤0.01%
+39
New +$3.86K
AFG icon
485
American Financial Group
AFG
$12.1B
$3.94K ﹤0.01%
+30
New +$3.87K
FIDU icon
486
Fidelity MSCI Industrials Index ETF
FIDU
$2.39B
$3.9K ﹤0.01%
+57
New +$4.07K
VERI icon
487
Veritone
VERI
$121M
$3.88K ﹤0.01%
+1,671
New +$4.85K
FXD icon
488
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$276M
$3.82K ﹤0.01%
66
– –
SIRI icon
489
SiriusXM
SIRI
$10B
$3.81K ﹤0.01%
+169
New +$3.98K
DHR icon
490
Danaher
DHR
$144B
$3.69K ﹤0.01%
+18
New +$3.93K
LEN icon
491
Lennar Class A
LEN
$21.2B
$3.67K ﹤0.01%
+32
New +$4K
DWM icon
492
WisdomTree International Equity Fund
DWM
$696M
$3.66K ﹤0.01%
+63
New +$3.55K
MP icon
493
MP Materials
MP
$9.07B
$3.66K ﹤0.01%
+150
New +$3.49K
TOST icon
494
Toast
TOST
$20B
$3.65K ﹤0.01%
+110
New +$4.12K
NFG icon
495
National Fuel Gas
NFG
$7.66B
$3.64K ﹤0.01%
+46
New +$3.31K
CB icon
496
Chubb
CB
$135B
$3.62K ﹤0.01%
+12
New +$3.33K
ON icon
497
ON Semiconductor
ON
$19.3B
$3.58K ﹤0.01%
+88
New +$4.43K
RIOT icon
498
Riot Platforms
RIOT
$7.77B
$3.56K ﹤0.01%
+500
New +$5.18K
AXP icon
499
American Express
AXP
$230B
$3.5K ﹤0.01%
+13
New +$3.84K
AVUV icon
500
Avantis US Small Cap Value ETF
AVUV
$30.9B
$3.49K ﹤0.01%
+40
New +$3.76K
18 19
20
21 22

Similar funds

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return

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.