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
POST icon
501
Post Holdings
POST
$5.94B
$3.14K ﹤0.01%
+27
YORW icon
502
York Water
YORW
$462M
$3.12K ﹤0.01%
+90
EBAY icon
503
eBay
EBAY
$43.7B
$3.12K ﹤0.01%
+46
SGI
504
Somnigroup International
SGI
$17.4B
$3.11K ﹤0.01%
+52
GSL icon
505
Global Ship Lease
GSL
$1.02B
$3.11K ﹤0.01%
+136
NUGT icon
506
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$907M
$3.11K ﹤0.01%
+50
VMBS icon
507
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
$3.1K ﹤0.01%
+67
DBA icon
508
Invesco DB Agriculture Fund
DBA
$788M
$3.03K ﹤0.01%
+115
SCHA icon
509
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$2.95K ﹤0.01%
+126
BTG icon
510
B2Gold
BTG
$6.92B
$2.85K ﹤0.01%
+1,000
OKTA icon
511
Okta
OKTA
$15.7B
$2.84K ﹤0.01%
+27
ICLN icon
512
iShares Global Clean Energy ETF
ICLN
$1.81B
$2.81K ﹤0.01%
246
HRL icon
513
Hormel Foods
HRL
$13.1B
$2.79K ﹤0.01%
+90
CYBR icon
514
CyberArk
CYBR
$25.6B
$2.7K ﹤0.01%
+8
COF icon
515
Capital One
COF
$140B
$2.69K ﹤0.01%
+15
CHDN icon
516
Churchill Downs
CHDN
$7.23B
$2.67K ﹤0.01%
+24
DLTR icon
517
Dollar Tree
DLTR
$20.5B
$2.63K ﹤0.01%
+35
CODI icon
518
Compass Diversified
CODI
$575M
$2.61K ﹤0.01%
+140
NOV icon
519
NOV
NOV
$5.14B
$2.57K ﹤0.01%
+169
SLI
520
Standard Lithium
SLI
$1.01B
$2.54K ﹤0.01%
+2,000
AIZ icon
521
Assurant
AIZ
$10.7B
$2.52K ﹤0.01%
+12
MTA
522
Metalla Royalty & Streaming
MTA
$641M
$2.47K ﹤0.01%
+863
KMB icon
523
Kimberly-Clark
KMB
$39.5B
$2.42K ﹤0.01%
+17
ATR icon
524
AptarGroup
ATR
$8.62B
$2.37K ﹤0.01%
+16
CINF icon
525
Cincinnati Financial
CINF
$24.4B
$2.36K ﹤0.01%
+16