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
SYM icon
626
Symbotic
SYM
$7.25B
$748 ﹤0.01%
+37
CHTR icon
627
Charter Communications
CHTR
$33.4B
$737 ﹤0.01%
+2
AZN icon
628
AstraZeneca
AZN
$258B
$735 ﹤0.01%
+10
WAB icon
629
Wabtec
WAB
$33.8B
$725 ﹤0.01%
+4
APT icon
630
Alpha Pro Tech
APT
$48.9M
$715 ﹤0.01%
+143
AJG icon
631
Arthur J. Gallagher & Co
AJG
$72B
$690 ﹤0.01%
+2
MARA icon
632
Marathon Digital Holdings
MARA
$7.24B
$690 ﹤0.01%
+60
CNC icon
633
Centene
CNC
$16.7B
$668 ﹤0.01%
+11
CHWY icon
634
Chewy
CHWY
$14.6B
$650 ﹤0.01%
+20
BOND icon
635
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.98B
$647 ﹤0.01%
+7
HTRB icon
636
Hartford Total Return Bond ETF
HTRB
$2.09B
$643 ﹤0.01%
+19
COPX icon
637
Global X Copper Miners ETF NEW
COPX
$2.73B
$586 ﹤0.01%
+15
LYB icon
638
LyondellBasell Industries
LYB
$15.3B
$563 ﹤0.01%
+8
SCHH icon
639
Schwab US REIT ETF
SCHH
$8.47B
$559 ﹤0.01%
+26
SPOT icon
640
Spotify
SPOT
$133B
$550 ﹤0.01%
+1
MOS icon
641
The Mosaic Company
MOS
$9.52B
$540 ﹤0.01%
+20
FURY
642
Fury Gold Mines
FURY
$119M
$534 ﹤0.01%
+1,351
DBMF icon
643
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.53B
$530 ﹤0.01%
+21
BRCC icon
644
BRC Inc
BRCC
$159M
$523 ﹤0.01%
+250
DE icon
645
Deere & Co
DE
$128B
$469 ﹤0.01%
+1
RDUS
646
DELISTED
Radius Recycling
RDUS
$462 ﹤0.01%
+16
IGLB icon
647
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.64B
$452 ﹤0.01%
+9
NIO icon
648
NIO
NIO
$17B
$438 ﹤0.01%
+115
ELV icon
649
Elevance Health
ELV
$77.1B
$435 ﹤0.01%
+1
ZIMV
650
DELISTED
ZimVie
ZIMV
$432 ﹤0.01%
+40