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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
BTZ icon
651
BlackRock Credit Allocation Income Trust
BTZ
$930M
– –
-200
Closed -$2.14K
C icon
652
Citigroup
C
$222B
– –
-60
Closed -$4.26K
CFO icon
653
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$417M
– –
-228
Closed -$15.6K
CHDN icon
654
Churchill Downs
CHDN
$5.88B
– –
-24
Closed -$2.67K
CHRD icon
655
Chord Energy
CHRD
$7.9B
– –
-40
Closed -$4.51K
CNC icon
656
Centene
CNC
$30.7B
– –
-11
Closed -$668
CNQ icon
657
Canadian Natural Resources
CNQ
$99.4B
– –
-10
Closed -$308
CODI icon
658
Compass Diversified
CODI
$758M
– –
-140
Closed -$2.61K
COPX icon
659
Global X Copper Miners ETF NEW
COPX
$7.29B
– –
-15
Closed -$586
CRI icon
660
Carter's
CRI
$1.42B
– –
-3
Closed -$123
CTSH icon
661
Cognizant
CTSH
$24.9B
– –
-4
Closed -$306
DDLS icon
662
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$432M
– –
-378
Closed -$13.4K
DE icon
663
Deere & Co
DE
$160B
– –
-1
Closed -$469
DELL icon
664
Dell
DELL
$262B
– –
-21
Closed -$1.91K
DEM icon
665
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
– –
-568
Closed -$23.9K
DGRO icon
666
iShares Core Dividend Growth ETF
DGRO
$42.7B
– –
-1,967
Closed -$122K
DIVY icon
667
Sound Equity Dividend Income ETF
DIVY
$28.7M
– –
-82
Closed -$2.1K
DJP icon
668
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
– –
-171
Closed -$6.04K
DKNG icon
669
DraftKings
DKNG
$11.6B
– –
-145
Closed -$4.82K
DSU icon
670
BlackRock Debt Strategies Fund
DSU
$593M
– –
-433
Closed -$4.52K
DUSA icon
671
Davis Select US Equity ETF
DUSA
$1.27B
– –
-302
Closed -$12.8K
EBND icon
672
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
– –
-19
Closed -$381
ECO
673
Okeanis Eco Tankers
ECO
$2.36B
– –
-5,000
Closed -$111K
EG icon
674
Everest Group
EG
$14.5B
– –
-5
Closed -$1.82K
EIX icon
675
Edison International
EIX
$28.2B
– –
-11,049
Closed -$651K
25 26
27
28 29

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HFRG
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CIA
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EBWM
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KAM
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GCCM
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ACM
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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.