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
EMR icon
476
Emerson Electric
EMR
$74.7B
$4.17K ﹤0.01%
+38
GJAN icon
477
FT Vest US Equity Moderate Buffer ETF January
GJAN
$366M
$4.14K ﹤0.01%
+110
HEFA icon
478
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.71B
$4.14K ﹤0.01%
114
HAL icon
479
Halliburton
HAL
$22.6B
$4.11K ﹤0.01%
+162
ADI icon
480
Analog Devices
ADI
$117B
$4.03K ﹤0.01%
+20
AER icon
481
AerCap
AER
$21.7B
$3.98K ﹤0.01%
+39
AFG icon
482
American Financial Group
AFG
$11B
$3.94K ﹤0.01%
+30
FIDU icon
483
Fidelity MSCI Industrials Index ETF
FIDU
$1.55B
$3.9K ﹤0.01%
+57
VERI icon
484
Veritone
VERI
$503M
$3.88K ﹤0.01%
+1,671
FXD icon
485
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$328M
$3.82K ﹤0.01%
66
SIRI icon
486
SiriusXM
SIRI
$7.21B
$3.81K ﹤0.01%
+169
DHR icon
487
Danaher
DHR
$158B
$3.69K ﹤0.01%
+18
LEN icon
488
Lennar Class A
LEN
$32.5B
$3.67K ﹤0.01%
+32
DWM icon
489
WisdomTree International Equity Fund
DWM
$609M
$3.66K ﹤0.01%
+63
MP icon
490
MP Materials
MP
$12.5B
$3.66K ﹤0.01%
+150
TOST icon
491
Toast
TOST
$22.4B
$3.65K ﹤0.01%
+110
NFG icon
492
National Fuel Gas
NFG
$7.38B
$3.64K ﹤0.01%
+46
CB icon
493
Chubb
CB
$111B
$3.62K ﹤0.01%
+12
ON icon
494
ON Semiconductor
ON
$20.7B
$3.58K ﹤0.01%
+88
RIOT icon
495
Riot Platforms
RIOT
$7.92B
$3.56K ﹤0.01%
+500
AXP icon
496
American Express
AXP
$246B
$3.5K ﹤0.01%
+13
AVUV icon
497
Avantis US Small Cap Value ETF
AVUV
$18.5B
$3.49K ﹤0.01%
+40
QTEC icon
498
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.99B
$3.47K ﹤0.01%
+20
ALSN icon
499
Allison Transmission
ALSN
$6.92B
$3.44K ﹤0.01%
+36
XLV icon
500
Health Care Select Sector SPDR Fund
XLV
$36B
$3.36K ﹤0.01%
+23