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
$3.01M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$16.6M
2
+$13.1M
3
+$12.4M
4
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$11.3M
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$10.3M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
51
Schwab US Broad Market ETF
SCHB
$40.3B
– –
-517
SCHC icon
52
Schwab International Small-Cap Equity ETF
SCHC
$5.54B
– –
-7
SCHD icon
53
Schwab US Dividend Equity ETF
SCHD
$87.5B
– –
-165
SCHG icon
54
Schwab US Large-Cap Growth ETF
SCHG
$53.6B
– –
-198
SCHH icon
55
Schwab US REIT ETF
SCHH
$9.83B
– –
-76
SCHK icon
56
Schwab 1000 Index ETF
SCHK
$5.19B
– –
-178
SCHM icon
57
Schwab US Mid-Cap ETF
SCHM
$14.2B
– –
-184
SCHP icon
58
Schwab US TIPS ETF
SCHP
$15.6B
– –
-89
SCHR icon
59
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
– –
-811
SCHX icon
60
Schwab US Large- Cap ETF
SCHX
$67B
– –
-816
SDY icon
61
State Street SPDR S&P Dividend ETF
SDY
$21B
– –
-285
SFL icon
62
SFL Corp
SFL
$1.44B
– –
-10,000
SKE
63
Skeena Resources
SKE
$4.06B
– –
-13,355
SLB icon
64
SLB Ltd
SLB
$79.3B
– –
-16,517
SLQD icon
65
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.33B
– –
-27
SLV icon
66
iShares Silver Trust
SLV
$39.3B
– –
-105,181
SNV
67
DELISTED
Synovus
SNV
– –
-32,057
SO icon
68
Southern Company
SO
$104B
– –
-14,128
SPYM
69
State Street SPDR Portfolio S&P 500 ETF
SPYM
$135B
– –
-649
SPTL icon
70
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
– –
-2,093
SPXS icon
71
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$407M
– –
-6,000
SPY icon
72
State Street SPDR S&P 500 ETF Trust
SPY
$717B
– –
-306
SOXX icon
73
iShares Semiconductor ETF
SOXX
$28B
– –
-40
SPIB icon
74
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
– –
-78
TGB
75
Taseko Mines
TGB
$2.65B
– –
-57,777
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