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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
+1.15%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.2M
Cap. Flow
+$24.6M
Cap. Flow %
16.75%
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
JBL icon
Jabil
JBL
+$1.62M
2
EQNR icon
Equinor
EQNR
+$1.5M
3
TGNA
TEGNA Inc
TGNA
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$1.12M
2
EPC icon
Edgewell Personal Care
EPC
+$1.06M
3
BURL icon
Burlington
BURL
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

Rank Sector Weight
1 Technology 7.73%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDR icon
626
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
$775 ﹤0.01%
+32
New +$772
IBDS icon
627
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$774 ﹤0.01%
+32
New +$770
ADBE icon
628
Adobe
ADBE
$102B
$767 ﹤0.01%
+2
New +$858
SYM icon
629
Symbotic
SYM
$6.04B
$748 ﹤0.01%
+37
New +$945
CHTR icon
630
Charter Communications
CHTR
$18.3B
$737 ﹤0.01%
+2
New +$715
AZN icon
631
AstraZeneca
AZN
$241B
$735 ﹤0.01%
+5
New +$723
WAB icon
632
Wabtec
WAB
$50.5B
$725 ﹤0.01%
+4
New +$767
APT icon
633
Alpha Pro Tech
APT
$50.6M
$715 ﹤0.01%
+143
New +$764
AJG icon
634
Arthur J. Gallagher & Co
AJG
$63.6B
$690 ﹤0.01%
+2
New +$632
MARA icon
635
Marathon Digital Holdings
MARA
$4.48B
$690 ﹤0.01%
+60
New +$954
CNC icon
636
Centene
CNC
$31.7B
$668 ﹤0.01%
+11
New +$665
CHWY icon
637
Chewy
CHWY
$9.87B
$650 ﹤0.01%
+20
New +$717
BOND icon
638
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.48B
$647 ﹤0.01%
+7
New +$639
HTRB icon
639
Hartford Total Return Bond ETF
HTRB
$2.22B
$643 ﹤0.01%
+19
New +$639
COPX icon
640
Global X Copper Miners ETF NEW
COPX
$7.79B
$586 ﹤0.01%
+15
New +$600
LYB icon
641
LyondellBasell Industries
LYB
$19.7B
$563 ﹤0.01%
+8
New +$602
SCHH icon
642
Schwab US REIT ETF
SCHH
$11.4B
$559 ﹤0.01%
+26
New +$556
SPOT icon
643
Spotify
SPOT
$98.3B
$550 ﹤0.01%
+1
New +$559
MOS icon
644
The Mosaic Company
MOS
$7.22B
$540 ﹤0.01%
+20
New +$529
FURY
645
Fury Gold Mines
FURY
$105M
$534 ﹤0.01%
+1,351
New +$525
DBMF icon
646
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.1B
$530 ﹤0.01%
+21
New +$547
BRCC icon
647
BRC Inc
BRCC
$123M
$523 ﹤0.01%
+250
New +$637
DE icon
648
Deere & Co
DE
$167B
$469 ﹤0.01%
+1
New +$468
RDUS
649
DELISTED
Radius Recycling
RDUS
$462 ﹤0.01%
+16
New +$258
IGLB icon
650
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.85B
$452 ﹤0.01%
+9
New +$449
24 25
26
27 28

Similar funds

Axa
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Kiker Wealth Management held 735 positions worth $147M, up 19% from $123M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Kiker Wealth Management deployed $24.6M of net new capital in Q1 2025, opening 556 new positions and adding to 44 existing holdings. Its largest new stake was Jabil: 10,520 shares worth $1.43M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 6.7% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Edgewell Personal Care, an estimated $1.06M trimmed.

  • Kiker Wealth Management's largest Q1 2025 buy was Jabil: 10,520 shares worth $1.43M.
  • Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $1.16M increase.
  • Kiker Wealth Management's biggest Q1 2025 reduction was Edgewell Personal Care, cutting an estimated $1.06M.
  • Kiker Wealth Management fully exited Comfort Systems in Q1 2025, selling an estimated $1.12M.
  • Kiker Wealth Management's ten largest holdings make up 41% of its $147M portfolio in Q1 2025.
  • Kiker Wealth Management opened 556 new positions and closed 18 in Q1 2025.
  • Kiker Wealth Management's portfolio value rose 19% quarter-over-quarter to $147M.

Based on Kiker Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.