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
FTXG icon
601
First Trust Nasdaq Food & Beverage ETF
FTXG
$18.3M
$1.02K ﹤0.01%
43
EMX
602
EMX Royalty
EMX
$477M
$1.02K ﹤0.01%
+500
SCHE icon
603
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$993 ﹤0.01%
+36
FN icon
604
Fabrinet
FN
$15B
$988 ﹤0.01%
+5
IVOL icon
605
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$444M
$971 ﹤0.01%
+52
SCHP icon
606
Schwab US TIPS ETF
SCHP
$14.5B
$968 ﹤0.01%
+36
VTRS icon
607
Viatris
VTRS
$12.1B
$967 ﹤0.01%
+111
BABA icon
608
Alibaba
BABA
$405B
$926 ﹤0.01%
+7
TAN icon
609
Invesco Solar ETF
TAN
$843M
$914 ﹤0.01%
30
RAAX icon
610
VanEck Inflation Allocation ETF
RAAX
$167M
$898 ﹤0.01%
30
FLR icon
611
Fluor
FLR
$7.91B
$896 ﹤0.01%
+25
FIXD icon
612
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.4B
$877 ﹤0.01%
+20
ICLR icon
613
Icon
ICLR
$13.9B
$875 ﹤0.01%
+5
RBLX icon
614
Roblox
RBLX
$88.5B
$874 ﹤0.01%
+15
ARE icon
615
Alexandria Real Estate Equities
ARE
$13.2B
$833 ﹤0.01%
+9
MCHP icon
616
Microchip Technology
MCHP
$34.1B
$823 ﹤0.01%
+17
CTAS icon
617
Cintas
CTAS
$76.7B
$822 ﹤0.01%
+4
WPRT
618
Westport Fuel Systems
WPRT
$34.9M
$816 ﹤0.01%
+220
EQIX icon
619
Equinix
EQIX
$82.2B
$815 ﹤0.01%
+1
BROS icon
620
Dutch Bros
BROS
$7.23B
$803 ﹤0.01%
+13
IGV icon
621
iShares Expanded Tech-Software Sector ETF
IGV
$10.4B
$801 ﹤0.01%
9
LCID icon
622
Lucid Motors
LCID
$5.68B
$787 ﹤0.01%
+33
IBDR icon
623
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$775 ﹤0.01%
+32
IBDS icon
624
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$774 ﹤0.01%
+32
ADBE icon
625
Adobe
ADBE
$148B
$767 ﹤0.01%
+2