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
KJAN icon
526
Innovator US Small Cap Power Buffer ETF January
KJAN
$351M
$1.09K ﹤0.01%
29
IVOL icon
527
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$480M
$1.02K ﹤0.01%
52
IGV icon
528
iShares Expanded Tech-Software Sector ETF
IGV
$6.69B
$986 ﹤0.01%
9
FXD icon
529
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$324M
$952 ﹤0.01%
15
-51
MHK icon
530
Mohawk Industries
MHK
$7.54B
$944 ﹤0.01%
9
RAAX icon
531
VanEck Inflation Allocation ETF
RAAX
$313M
$916 ﹤0.01%
30
VTRS icon
532
Viatris
VTRS
$14.8B
$893 ﹤0.01%
100
-11
CTAS icon
533
Cintas
CTAS
$78.4B
$891 ﹤0.01%
4
NNN icon
534
NNN REIT
NNN
$8.08B
$864 ﹤0.01%
+20
CHWY icon
535
Chewy
CHWY
$14.1B
$852 ﹤0.01%
20
BGS icon
536
B&G Foods
BGS
$336M
$846 ﹤0.01%
200
CHTR icon
537
Charter Communications
CHTR
$24.1B
$818 ﹤0.01%
2
EQIX icon
538
Equinix
EQIX
$78.6B
$795 ﹤0.01%
1
BABA icon
539
Alibaba
BABA
$400B
$794 ﹤0.01%
7
AUR icon
540
Aurora
AUR
$8.94B
$786 ﹤0.01%
+150
IWD icon
541
iShares Russell 1000 Value ETF
IWD
$69.6B
$777 ﹤0.01%
+4
ADBE icon
542
Adobe
ADBE
$119B
$774 ﹤0.01%
2
SPOT icon
543
Spotify
SPOT
$105B
$767 ﹤0.01%
1
MOS icon
544
The Mosaic Company
MOS
$8.68B
$730 ﹤0.01%
20
ICLR icon
545
Icon
ICLR
$13.9B
$727 ﹤0.01%
5
WPRT
546
Westport Fuel Systems
WPRT
$38.4M
$691 ﹤0.01%
220
LCID icon
547
Lucid Motors
LCID
$3.47B
$686 ﹤0.01%
33
QS icon
548
QuantumScape Corp
QS
$6.63B
$672 ﹤0.01%
100
APT icon
549
Alpha Pro Tech
APT
$48.6M
$671 ﹤0.01%
143
FURY
550
Fury Gold Mines
FURY
$141M
$662 ﹤0.01%
1,351