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KWM

Kiker Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 28.91%
This Fund
S&P 500
This Quarter Est. Return
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Financials 6.93%
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
APT icon
551
Alpha Pro Tech
APT
$50.4M
$671 ﹤0.01%
143
– –
FURY
552
Fury Gold Mines
FURY
$102M
$662 ﹤0.01%
1,351
– –
ARE icon
553
Alexandria Real Estate Equities
ARE
$8.97B
$654 ﹤0.01%
9
– –
OUST icon
554
Ouster
OUST
$2.63B
$631 ﹤0.01%
26
– –
HYEM icon
555
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$614 ﹤0.01%
+31
New +$602
FPAY
556
DELISTED
FlexShopper
FPAY
$600 ﹤0.01%
+500
New +$634
DGXX
557
Digi Power X Inc
DGXX
$363M
$562 ﹤0.01%
+200
New +$313
DBMF icon
558
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.98B
$540 ﹤0.01%
21
– –
BWMX icon
559
Betterware México
BWMX
$634M
$475 ﹤0.01%
+55
New +$513
RDUS
560
DELISTED
Radius Recycling
RDUS
$475 ﹤0.01%
16
– –
BATRK icon
561
Atlanta Braves Holdings Series B
BATRK
$3.26B
$468 ﹤0.01%
10
+4
+67% +$164
LYB icon
562
LyondellBasell Industries
LYB
$20B
$463 ﹤0.01%
8
– –
CEVA icon
563
CEVA Inc
CEVA
$910M
$440 ﹤0.01%
+20
New +$444
KHC icon
564
Kraft Heinz
KHC
$30.7B
$439 ﹤0.01%
17
-33
-66% -$916
WAB icon
565
Wabtec
WAB
$49.1B
$419 ﹤0.01%
2
-2
-50% -$385
CIEN icon
566
Ciena
CIEN
$53.4B
$407 ﹤0.01%
5
– –
CYBR
567
DELISTED
CyberArk
CYBR
$407 ﹤0.01%
1
-7
-88% -$2.55K
EOSE icon
568
Eos Energy Enterprises
EOSE
$1.22B
$384 ﹤0.01%
75
+45
+150% +$221
ZIMV
569
DELISTED
ZimVie
ZIMV
$374 ﹤0.01%
40
– –
SNAP icon
570
Snap
SNAP
$7.89B
$348 ﹤0.01%
40
-100
-71% -$830
ACB
571
Aurora Cannabis
ACB
$173M
$318 ﹤0.01%
75
– –
ZBRA icon
572
Zebra Technologies
ZBRA
$14B
$308 ﹤0.01%
1
– –
AUROW
573
Aurora Innovation Warrant
AUROW
$352M
$305 ﹤0.01%
+350
New +$430
TVRD
574
Tvardi Therapeutics
TVRD
$19.7M
$303 ﹤0.01%
13
-2
-13% -$47
LUMN icon
575
Lumen
LUMN
$6.57B
$276 ﹤0.01%
63
– –
21 22
23
24 25

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PHAM
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HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Kiker Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.

By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.

  • Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
  • Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
  • Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
  • Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
  • Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
  • Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.