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
FNB icon
551
FNB Corp
FNB
$5.58B
$1.8K ﹤0.01%
+134
SPYV icon
552
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$1.79K ﹤0.01%
35
XES icon
553
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$174M
$1.78K ﹤0.01%
25
VYMI icon
554
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$1.77K ﹤0.01%
+24
TTE icon
555
TotalEnergies
TTE
$134B
$1.75K ﹤0.01%
+27
XSOE icon
556
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.14B
$1.73K ﹤0.01%
+56
JIRE icon
557
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.67B
$1.72K ﹤0.01%
+27
DJT icon
558
Trump Media & Technology Group
DJT
$4.43B
$1.72K ﹤0.01%
+88
FIBK icon
559
First Interstate BancSystem
FIBK
$3.32B
$1.72K ﹤0.01%
+60
SHOP icon
560
Shopify
SHOP
$225B
$1.72K ﹤0.01%
+18
RUM icon
561
Rumble
RUM
$2.42B
$1.72K ﹤0.01%
+243
CWCO icon
562
Consolidated Water Co
CWCO
$564M
$1.71K ﹤0.01%
+70
NUSC icon
563
Nuveen ESG Small-Cap ETF
NUSC
$1.23B
$1.69K ﹤0.01%
+44
VGLT icon
564
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$1.67K ﹤0.01%
+29
IGF icon
565
iShares Global Infrastructure ETF
IGF
$8.34B
$1.64K ﹤0.01%
30
GS icon
566
Goldman Sachs
GS
$242B
$1.64K ﹤0.01%
+3
HUM icon
567
Humana
HUM
$35B
$1.59K ﹤0.01%
+6
CBOE icon
568
Cboe Global Markets
CBOE
$25B
$1.58K ﹤0.01%
+7
UTHR icon
569
United Therapeutics
UTHR
$18.9B
$1.54K ﹤0.01%
+5
KHC icon
570
Kraft Heinz
KHC
$29.9B
$1.52K ﹤0.01%
+50
PFF icon
571
iShares Preferred and Income Securities ETF
PFF
$14.7B
$1.51K ﹤0.01%
49
TMO icon
572
Thermo Fisher Scientific
TMO
$216B
$1.49K ﹤0.01%
+3
VEGI icon
573
iShares MSCI Agriculture Producers ETF
VEGI
$91.4M
$1.46K ﹤0.01%
39
AAL icon
574
American Airlines Group
AAL
$9.09B
$1.44K ﹤0.01%
+136
BALL icon
575
Ball Corp
BALL
$13.6B
$1.41K ﹤0.01%
+27