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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
DOC icon
626
Healthpeak Properties
DOC
$15.1B
– –
0
– –
EVRG icon
627
Evergy
EVRG
$19.1B
– –
0
– –
FIX icon
628
Comfort Systems
FIX
$60.9B
– –
0
– –
WATT icon
629
Energous
WATT
$77.6M
– –
0
– –
IMCC
630
IM Cannabis
IMCC
$1.04M
$2 ﹤0.01%
1
– –
MTC icon
631
MMTec
MTC
$404M
$1 ﹤0.01%
1
– –
AEO icon
632
American Eagle Outfitters
AEO
$2.88B
– –
-7
Closed -$81
AFG icon
633
American Financial Group
AFG
$11.8B
– –
-30
Closed -$3.94K
AGG icon
634
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
-225
Closed -$22.3K
AJG icon
635
Arthur J. Gallagher & Co
AJG
$64.1B
– –
-2
Closed -$690
AME icon
636
Ametek
AME
$55.4B
– –
-7
Closed -$1.21K
AMWL icon
637
American Well
AMWL
$180M
– –
-8
Closed -$63
APH icon
638
Amphenol
APH
$198B
– –
-18,907
Closed -$1.24M
APP icon
639
Applovin
APP
$133B
– –
-96
Closed -$25.4K
ARKK icon
640
ARK Innovation ETF
ARKK
$5.64B
– –
-9
Closed -$428
ARKQ icon
641
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.9B
– –
-6
Closed -$398
ARM icon
642
Arm
ARM
$256B
– –
-2
Closed -$214
ATR icon
643
AptarGroup
ATR
$8.55B
– –
-16
Closed -$2.37K
ATRC icon
644
AtriCure
ATRC
$1.92B
– –
-199
Closed -$6.42K
AVLV icon
645
Avantis US Large Cap Value ETF
AVLV
$18B
– –
-1,636
Closed -$107K
AXON
646
Axon Enterprise
AXON
$42.5B
– –
-42
Closed -$22.1K
AZN icon
647
AstraZeneca
AZN
$263B
– –
-5
Closed -$735
BIBL icon
648
Inspire 100 ETF
BIBL
$485M
– –
-2,142
Closed -$82.3K
BOND icon
649
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.37B
– –
-7
Closed -$647
BRCC icon
650
BRC Inc
BRCC
$121M
– –
-250
Closed -$523
24 25
26
27 28

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.