KWM

Kiker Wealth Management Portfolio holdings

AUM $3.01M
1-Year Est. Return 31.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ULTA icon
626
Ulta Beauty
ULTA
$23.6B
– –
-30
VWO icon
627
Vanguard FTSE Emerging Markets ETF
VWO
$111B
– –
-150
VXUS icon
628
Vanguard Total International Stock ETF
VXUS
$136B
– –
-1,780
VYM icon
629
Vanguard High Dividend Yield ETF
VYM
$72.1B
– –
-260
VYMI icon
630
Vanguard International High Dividend Yield ETF
VYMI
$18.1B
– –
-24
WBA
631
DELISTED
Walgreens Boots Alliance
WBA
– –
-12
WDS icon
632
Woodside Energy
WDS
$45.2B
– –
-452
ZM icon
633
Zoom
ZM
$23.8B
– –
-100
LFWD icon
634
ReWalk Robotics
LFWD
$25.2M
– –
-71
MSTY icon
635
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.03B
– –
-71
ULTY icon
636
YieldMax Ultra Option Income Strategy ETF
ULTY
$874M
– –
-327
XTIA icon
637
XTI Aerospace
XTIA
$65.6M
– –
-5
DJT icon
638
Trump Media & Technology Group
DJT
$2.56B
– –
-88
GEV icon
639
GE Vernova
GEV
$244B
– –
-102
ETH
640
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
– –
-609
BTC
641
Grayscale Bitcoin Mini Trust ETF
BTC
$3B
– –
-768
AAL icon
642
American Airlines Group
AAL
$7.35B
– –
-136
ADI icon
643
Analog Devices
ADI
$158B
– –
-20
ADM icon
644
Archer Daniels Midland
ADM
$34.8B
– –
-1
AEM icon
645
Agnico Eagle Mines
AEM
$106B
– –
-2,015
AL icon
646
Air Lease Corp
AL
$7.28B
– –
-41
ALL icon
647
Allstate
ALL
$53.4B
– –
-121
ALSN icon
648
Allison Transmission
ALSN
$9.91B
– –
-36
AMAT icon
649
Applied Materials
AMAT
$282B
– –
-58
AMC icon
650
AMC Entertainment Holdings
AMC
$583M
– –
-3,000
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