KWM

Kiker Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.53M
3
+$2.2M
4
FRO icon
Frontline
FRO
+$1.91M
5
ENVA icon
Enova International
ENVA
+$1.64M

Top Sells

1
+$1.61M
2
+$1.55M
3
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
51
US Bancorp
USB
$79.7B
$683K 0.34%
14,123
+4,733
KO icon
52
Coca-Cola
KO
$301B
$680K 0.34%
10,246
-119
FE icon
53
FirstEnergy
FE
$25.9B
$661K 0.33%
+14,422
VZ icon
54
Verizon
VZ
$176B
$640K 0.32%
14,556
-1,168
PDP icon
55
Invesco Dorsey Wright Momentum ETF
PDP
$1.32B
$636K 0.32%
5,387
-82
EOG icon
56
EOG Resources
EOG
$60.9B
$622K 0.31%
5,544
+299
PRU icon
57
Prudential Financial
PRU
$39.1B
$607K 0.31%
5,853
+5,690
KIM icon
58
Kimco Realty
KIM
$13.6B
$606K 0.31%
+27,756
CTRA icon
59
Coterra Energy
CTRA
$20.9B
$589K 0.3%
+24,910
CNA icon
60
CNA Financial
CNA
$12B
$585K 0.3%
12,602
+576
PSLV icon
61
Sprott Physical Silver Trust
PSLV
$11.3B
$585K 0.3%
37,267
+2,668
MAA icon
62
Mid-America Apartment Communities
MAA
$15.4B
$579K 0.29%
4,145
+203
SLB icon
63
SLB Ltd
SLB
$57.5B
$568K 0.29%
16,517
-354
ACN icon
64
Accenture
ACN
$165B
$554K 0.28%
2,246
GIS icon
65
General Mills
GIS
$24.5B
$539K 0.27%
10,691
+3,765
ABBV icon
66
AbbVie
ABBV
$400B
$528K 0.27%
2,282
ASX icon
67
ASE Group
ASX
$33.2B
$512K 0.26%
46,174
-2,076
IBM icon
68
IBM
IBM
$288B
$504K 0.25%
1,785
-918
FBTC icon
69
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$483K 0.24%
4,839
ACWI icon
70
iShares MSCI ACWI ETF
ACWI
$24.5B
$455K 0.23%
+3,288
IVV icon
71
iShares Core S&P 500 ETF
IVV
$735B
$435K 0.22%
651
+26
CDE icon
72
Coeur Mining
CDE
$10.2B
$406K 0.2%
+21,627
MSFT icon
73
Microsoft
MSFT
$3.59T
$400K 0.2%
773
-403
WEC icon
74
WEC Energy
WEC
$34.4B
$398K 0.2%
3,471
-341
BIL icon
75
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$390K 0.2%
4,253
-645
1 2
3
4 5