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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
ADM icon
601
Archer Daniels Midland
ADM
$38.2B
$58 ﹤0.01%
1
-10,293
-100% -$501K
DNA icon
602
Ginkgo Bioworks
DNA
$528M
$56 ﹤0.01%
+5
New +$39
NIO icon
603
NIO
NIO
$12.2B
$51 ﹤0.01%
15
-100
-87% -$373
FNF icon
604
Fidelity National Financial
FNF
$13.9B
$47 ﹤0.01%
1
– –
LFWD icon
605
ReWalk Robotics
LFWD
$20.3M
$46 ﹤0.01%
+6
New +$92
CHPT icon
606
ChargePoint
CHPT
$141M
$42 ﹤0.01%
+3
New +$40
APAM icon
607
Artisan Partners
APAM
$2.79B
$39 ﹤0.01%
1
– –
BHP icon
608
BHP
BHP
$215B
$37 ﹤0.01%
+1
New +$48
SOL
609
DELISTED
Emeren Group
SOL
$37 ﹤0.01%
20
– –
STEM icon
610
Stem
STEM
$48.4M
$37 ﹤0.01%
+6
New +$54
CRON
611
Cronos Group
CRON
$1.06B
$34 ﹤0.01%
18
– –
CHRN
612
ChronoScale Holdings
CHRN
$3.2B
$33 ﹤0.01%
+10
New +$52
TNK icon
613
Teekay Tankers
TNK
$2.75B
$31 ﹤0.01%
1
– –
CGC
614
Canopy Growth
CGC
$387M
$21 ﹤0.01%
17
– –
UDR icon
615
UDR
UDR
$12.3B
$21 ﹤0.01%
1
-6,813
-100% -$282K
ARR
616
Armour Residential REIT
ARR
$2.33B
$20 ﹤0.01%
1
-72,769
-100% -$1.17M
EPC icon
617
Edgewell Personal Care
EPC
$1.25B
$20 ﹤0.01%
1
-3
-75% -$83
GP
618
GreenPower Motor Co
GP
$10.5M
$20 ﹤0.01%
+5
New +$22
RLJ icon
619
RLJ Lodging Trust
RLJ
$1.86B
$18 ﹤0.01%
2
– –
FRSX
620
Foresight Autonomous Holdings
FRSX
$3.9M
$15 ﹤0.01%
+2
New +$25
DCTH icon
621
Delcath Systems
DCTH
$422M
$14 ﹤0.01%
1
– –
KGC icon
622
Kinross Gold
KGC
$27.4B
$14 ﹤0.01%
1
-6,086
-100% -$88.6K
MT icon
623
ArcelorMittal
MT
$52.9B
– –
0
– –
GRWG icon
624
GrowGeneration
GRWG
$86.5M
$9 ﹤0.01%
10
– –
XTIA icon
625
XTI Aerospace
XTIA
$57.3M
$8 ﹤0.01%
5
– –
23 24
25
26 27

Similar funds

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
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.