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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
XYZ
676
Block Inc
XYZ
$50.4B
$217 ﹤0.01%
+4
New +$299
ARM icon
677
Arm
ARM
$300B
$214 ﹤0.01%
+2
New +$279
MGPI icon
678
MGP Ingredients
MGPI
$366M
$206 ﹤0.01%
+7
New +$234
FCX icon
679
Freeport-McMoran
FCX
$96.7B
$151 ﹤0.01%
+4
New +$153
SRTA
680
Strata Critical Medical Inc
SRTA
$482M
$145 ﹤0.01%
+53
New +$190
GT icon
681
Goodyear
GT
$2.07B
$139 ﹤0.01%
+15
New +$137
NVAX icon
682
Novavax
NVAX
$1.26B
$135 ﹤0.01%
+21
New +$174
WBA
683
DELISTED
Walgreens Boots Alliance
WBA
$134 ﹤0.01%
+12
New +$130
EPC icon
684
Edgewell Personal Care
EPC
$1.31B
$130 ﹤0.01%
4
-33,797
-100% -$1.06M
KD icon
685
Kyndryl
KD
$3.24B
$126 ﹤0.01%
+4
New +$150
JAZZ icon
686
Jazz Pharmaceuticals
JAZZ
$16.4B
$124 ﹤0.01%
+1
New +$130
CRI icon
687
Carter's
CRI
$1.46B
$123 ﹤0.01%
+3
New +$144
USRT icon
688
iShares Core US REIT ETF
USRT
$4.64B
$115 ﹤0.01%
2
– –
EOSE icon
689
Eos Energy Enterprises
EOSE
$1.57B
$113 ﹤0.01%
+30
New +$146
KEY icon
690
KeyCorp
KEY
$24.8B
$112 ﹤0.01%
+7
New +$119
MJ icon
691
Amplify Alternative Harvest ETF
MJ
$104M
$98 ﹤0.01%
+5
New +$119
BYND icon
692
Beyond Meat
BYND
$327M
$85 ﹤0.01%
+28
New +$103
AEO icon
693
American Eagle Outfitters
AEO
$3.03B
$81 ﹤0.01%
+7
New +$100
FENY icon
694
Fidelity MSCI Energy Index ETF
FENY
$1.97B
$79 ﹤0.01%
+3
New +$75
AMWL icon
695
American Well
AMWL
$174M
$63 ﹤0.01%
+8
New +$76
MTB icon
696
M&T Bank
MTB
$36.7B
– –
0
– –
FNF icon
697
Fidelity National Financial
FNF
$13.9B
$54 ﹤0.01%
+1
New +$60
APAM icon
698
Artisan Partners
APAM
$3.03B
$34 ﹤0.01%
+1
New +$42
CRON
699
Cronos Group
CRON
$1.05B
$33 ﹤0.01%
+18
New +$35
SOL
700
DELISTED
Emeren Group
SOL
$31 ﹤0.01%
+20
New +$35
26 27
28
29 30

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 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.