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
$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
CBOE icon
501
Cboe Global Markets
CBOE
$25B
$1.63K ﹤0.01%
7
VERI icon
502
Veritone
VERI
$503M
$1.61K ﹤0.01%
1,281
-390
DJT icon
503
Trump Media & Technology Group
DJT
$4.43B
$1.59K ﹤0.01%
88
VEGI icon
504
iShares MSCI Agriculture Producers ETF
VEGI
$91.4M
$1.59K ﹤0.01%
39
XES icon
505
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$174M
$1.59K ﹤0.01%
25
MARA icon
506
Marathon Digital Holdings
MARA
$7.24B
$1.57K ﹤0.01%
100
+40
NGG icon
507
National Grid
NGG
$76.4B
$1.56K ﹤0.01%
21
-1
AAL icon
508
American Airlines Group
AAL
$9.1B
$1.53K ﹤0.01%
136
BALL icon
509
Ball Corp
BALL
$13.6B
$1.51K ﹤0.01%
27
FN icon
510
Fabrinet
FN
$15B
$1.47K ﹤0.01%
5
CGAU
511
Centerra Gold
CGAU
$2.27B
$1.44K ﹤0.01%
200
SYM icon
512
Symbotic
SYM
$7.25B
$1.44K ﹤0.01%
37
UTHR icon
513
United Therapeutics
UTHR
$18.9B
$1.44K ﹤0.01%
5
FXO icon
514
First Trust Financials AlphaDEX Fund
FXO
$2.18B
$1.4K ﹤0.01%
25
PCY icon
515
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$1.39K ﹤0.01%
68
HLN icon
516
Haleon
HLN
$41.2B
$1.3K ﹤0.01%
125
-500
SOBO
517
South Bow Corp
SOBO
$5.44B
$1.27K ﹤0.01%
49
EMX
518
EMX Royalty
EMX
$477M
$1.26K ﹤0.01%
500
AEP icon
519
American Electric Power
AEP
$62B
$1.25K ﹤0.01%
+12
XEL icon
520
Xcel Energy
XEL
$47.5B
$1.23K ﹤0.01%
+18
TMO icon
521
Thermo Fisher Scientific
TMO
$216B
$1.22K ﹤0.01%
3
CRTO icon
522
Criteo
CRTO
$1.07B
$1.2K ﹤0.01%
+50
FXN icon
523
First Trust Energy AlphaDEX Fund
FXN
$269M
$1.19K ﹤0.01%
79
+1
LVS icon
524
Las Vegas Sands
LVS
$39.5B
$1.18K ﹤0.01%
27
GOVT icon
525
iShares US Treasury Bond ETF
GOVT
$28.5B
$1.13K ﹤0.01%
49