KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$15.9M
3
+$13.8M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$12.1M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$11.1M

Top Sells

1
+$139K
2
+$2.11K

Sector Composition

1 Energy 6.91%
2 Financials 6.09%
3 Materials 3.88%
4 Industrials 2.97%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMTM icon
51
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.92B
$646K 0.31%
+13,443
BF.B icon
52
Brown-Forman Class B
BF.B
$12B
$645K 0.31%
+24,383
GIS icon
53
General Mills
GIS
$17.7B
$613K 0.29%
+16,468
PBR icon
54
Petrobras
PBR
$114B
$608K 0.29%
+29,311
TGB
55
Taseko Mines
TGB
$2.43B
$600K 0.29%
+93,100
KIM icon
56
Kimco Realty
KIM
$16.3B
$590K 0.28%
+26,265
PDP icon
57
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$582K 0.28%
+4,819
IAU icon
58
iShares Gold Trust
IAU
$67.1B
$579K 0.28%
+6,563
HL icon
59
Hecla Mining
HL
$9.91B
$575K 0.27%
+30,887
SOC icon
60
Sable Offshore Corp
SOC
$1.89B
$560K 0.27%
+33,926
IAG icon
61
IAMGOLD
IAG
$8.91B
$551K 0.26%
+29,298
B
62
Barrick Mining
B
$66.1B
$551K 0.26%
+13,499
ERO icon
63
Ero Copper
ERO
$2.69B
$528K 0.25%
+19,788
FBTC icon
64
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.2B
$527K 0.25%
+8,927
GPC icon
65
Genuine Parts
GPC
$13.5B
$511K 0.24%
+4,830
WPM icon
66
Wheaton Precious Metals
WPM
$52.8B
$496K 0.24%
+3,790
LMT icon
67
Lockheed Martin
LMT
$121B
$490K 0.23%
+810
BTE icon
68
Baytex Energy
BTE
$3.44B
$464K 0.22%
+103,869
EPD icon
69
Enterprise Products Partners
EPD
$81.8B
$457K 0.22%
+12,066
ACN icon
70
Accenture
ACN
$109B
$441K 0.21%
+2,222
NFGC
71
New Found Gold
NFGC
$622M
$438K 0.21%
+225,894
YPF icon
72
YPF
YPF
$21B
$434K 0.21%
+9,390
EFXT
73
Enerflex
EFXT
$2.95B
$420K 0.2%
+20,077
IBM icon
74
IBM
IBM
$268B
$414K 0.2%
+1,707
NGL icon
75
NGL Energy Partners
NGL
$1.9B
$400K 0.19%
+32,451
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