KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$4.65M
3
+$3.65M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.27M
5
DLX icon
Deluxe
DLX
+$1.71M

Top Sells

1
+$5.95M
2
+$3.69M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$2.11M
5
VRT icon
Vertiv
VRT
+$1.94M

Sector Composition

1 Financials 6.92%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHP icon
476
Schwab US TIPS ETF
SCHP
$14.4B
$2.38K ﹤0.01%
89
+53
AIZ icon
477
Assurant
AIZ
$10.7B
$2.37K ﹤0.01%
12
HYLB icon
478
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.86B
$2.36K ﹤0.01%
64
+26
LIN icon
479
Linde
LIN
$203B
$2.35K ﹤0.01%
5
UBS icon
480
UBS Group
UBS
$119B
$2.33K ﹤0.01%
69
KMB icon
481
Kimberly-Clark
KMB
$40.2B
$2.19K ﹤0.01%
17
RUM icon
482
Rumble
RUM
$2.32B
$2.18K ﹤0.01%
243
SCZ icon
483
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
$2.18K ﹤0.01%
30
DHR icon
484
Danaher
DHR
$152B
$2.17K ﹤0.01%
11
-7
GS icon
485
Goldman Sachs
GS
$247B
$2.12K ﹤0.01%
3
ANGL icon
486
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$2.11K ﹤0.01%
72
-73
PLD icon
487
Prologis
PLD
$115B
$2.1K ﹤0.01%
20
CWCO icon
488
Consolidated Water Co
CWCO
$542M
$2.1K ﹤0.01%
70
NOV icon
489
NOV
NOV
$5.56B
$2.1K ﹤0.01%
169
XTL icon
490
SPDR S&P Telecom ETF
XTL
$174M
$1.99K ﹤0.01%
17
-200
BCD icon
491
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$309M
$1.99K ﹤0.01%
+60
FTXN icon
492
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$1.94K ﹤0.01%
71
VYMI icon
493
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$1.92K ﹤0.01%
24
LIT icon
494
Global X Lithium & Battery Tech ETF
LIT
$1.44B
$1.92K ﹤0.01%
50
JIRE icon
495
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.64B
$1.91K ﹤0.01%
27
KRE icon
496
SPDR S&P Regional Banking ETF
KRE
$3.91B
$1.9K ﹤0.01%
32
FOXA icon
497
Fox Class A
FOXA
$28.6B
$1.85K ﹤0.01%
33
IGF icon
498
iShares Global Infrastructure ETF
IGF
$8.28B
$1.78K ﹤0.01%
30
HUBS icon
499
HubSpot
HUBS
$25.2B
$1.67K ﹤0.01%
+3
FSLR icon
500
First Solar
FSLR
$25.6B
$1.66K ﹤0.01%
10
18 19
20
21 22