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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
GRMN
701
Garmin
GRMN
$56.7B
– –
-10
Closed -$2.17K
GWAV icon
702
Greenwave Technology Solutions
GWAV
$2.84M
– –
0
– –
HAE icon
703
Haemonetics
HAE
$3.89B
– –
-15,472
Closed -$983K
HEQT icon
704
Simplify Hedged Equity ETF
HEQT
$300M
– –
-962
Closed -$27.5K
HIGH icon
705
Simplify Enhanced Income ETF
HIGH
$68.9M
– –
-228
Closed -$5K
HTRB icon
706
Hartford Total Return Bond ETF
HTRB
$2.2B
– –
-19
Closed -$643
HUM icon
707
Humana
HUM
$43.7B
– –
-6
Closed -$1.59K
IAG icon
708
IAMGOLD
IAG
$8.2B
– –
-13,568
Closed -$84.8K
IBDR icon
709
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
– –
-32
Closed -$775
IBDS icon
710
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
– –
-32
Closed -$774
ICLN icon
711
iShares Global Clean Energy ETF
ICLN
$2.31B
– –
-246
Closed -$2.81K
IGLB icon
712
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
– –
-9
Closed -$452
INTU icon
713
Intuit
INTU
$86.5B
– –
-28
Closed -$16.9K
IUSV icon
714
iShares Core S&P US Value ETF
IUSV
$27.2B
– –
-73
Closed -$6.74K
IUSG icon
715
iShares Core S&P US Growth ETF
IUSG
$31.7B
– –
-51
Closed -$6.48K
IVZ icon
716
Invesco
IVZ
$13.1B
– –
-78,693
Closed -$1.19M
JMBS icon
717
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.68B
– –
-27
Closed -$1.22K
JPST icon
718
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
– –
-37
Closed -$1.87K
KRP icon
719
Kimbell Royalty Partners
KRP
$1.48B
– –
-1,146
Closed -$16K
LDOS icon
720
Leidos
LDOS
$14.5B
– –
-721
Closed -$97.3K
LGOV icon
721
First Trust Long Duration Opportunities ETF
LGOV
$617M
– –
-379
Closed -$8.15K
LMBS icon
722
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.35B
– –
-200
Closed -$9.83K
LSAT icon
723
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$64.7M
– –
-137
Closed -$5.49K
MAIN icon
724
Main Street Capital
MAIN
$5.06B
– –
-522
Closed -$29.5K
MCHP icon
725
Microchip Technology
MCHP
$40.3B
– –
-17
Closed -$823
27 28
29
30 31

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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.