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
EMTY icon
651
ProShares Decline of the Retail Store ETF
EMTY
$2.58M
$430 ﹤0.01%
+31
ARKK icon
652
ARK Innovation ETF
ARKK
$9.33B
$428 ﹤0.01%
+9
QS icon
653
QuantumScape
QS
$9.52B
$416 ﹤0.01%
+100
OGN icon
654
Organon & Co
OGN
$2.38B
$402 ﹤0.01%
+27
ARKQ icon
655
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.6B
$398 ﹤0.01%
+6
EBND icon
656
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$381 ﹤0.01%
+19
RSPD icon
657
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$229M
$349 ﹤0.01%
7
ACB
658
Aurora Cannabis
ACB
$295M
$329 ﹤0.01%
+75
ORGN icon
659
Origin Materials
ORGN
$109M
$315 ﹤0.01%
+475
CNQ icon
660
Canadian Natural Resources
CNQ
$65.1B
$308 ﹤0.01%
+10
CTSH icon
661
Cognizant
CTSH
$33.1B
$306 ﹤0.01%
+4
CIEN icon
662
Ciena
CIEN
$25.3B
$302 ﹤0.01%
+5
ONL
663
Orion Office REIT
ONL
$146M
$295 ﹤0.01%
+138
ZBRA icon
664
Zebra Technologies
ZBRA
$15.7B
$283 ﹤0.01%
+1
ACHR icon
665
Archer Aviation
ACHR
$7.28B
$270 ﹤0.01%
+38
NNDM
666
Nano Dimension
NNDM
$367M
$262 ﹤0.01%
+165
LUMN icon
667
Lumen
LUMN
$8.3B
$247 ﹤0.01%
+63
BATRK icon
668
Atlanta Braves Holdings Series B
BATRK
$2.47B
$240 ﹤0.01%
+6
IAUX
669
i-80 Gold Corp
IAUX
$792M
$240 ﹤0.01%
+412
OUST icon
670
Ouster
OUST
$2.07B
$233 ﹤0.01%
+26
TLRY icon
671
Tilray
TLRY
$1.67B
$227 ﹤0.01%
+345
TVRD
672
Tvardi Therapeutics
TVRD
$46.6M
$223 ﹤0.01%
+15
XYZ
673
Block Inc
XYZ
$48.5B
$217 ﹤0.01%
+4
ARM icon
674
Arm
ARM
$181B
$214 ﹤0.01%
+2
MGPI icon
675
MGP Ingredients
MGPI
$518M
$206 ﹤0.01%
+7