KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
-0.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.91%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$10.9M |
| 2 |
VanEck Merk Gold Trust
OUNZ
|
$9.42M |
| 3 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
$6.21M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$6.14M |
| 5 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
$5.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Consumer Discretionary | 5.12% |
| 3 | Financials | 3.81% |
| 4 | Industrials | 3.54% |
| 5 | Consumer Staples | 2.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$406B
| $535K | 0.43% |
+1,377
| New | +$535K |
|
52
Medtronic
MDT
$118B
| $530K | 0.43% |
+6,631
| New | +$530K |
|
53
ASE Group
ASX
$22.5B
| $525K | 0.42% |
+52,089
| New | +$525K |
|
54
PagSeguro Digital
PAGS
$2.66B
| $513K | 0.42% |
+82,004
| New | +$513K |
|
55
US Bancorp
USB
$75.5B
| $509K | 0.41% |
+10,643
| New | +$509K |
|
56
Invesco Dorsey Wright Momentum ETF
PDP
$1.27B
| $501K | 0.41% |
+4,658
| New | +$501K |
|
57
VanEck Gold Miners ETF
GDX
$19.6B
| $473K | 0.38% |
+13,954
| New | +$473K |
|
58
General Mills
GIS
$26.6B
| $473K | 0.38% |
+7,413
| New | +$473K |
|
59
AbbVie
ABBV
$374B
| $456K | 0.37% |
+2,565
| New | +$456K |
|
60
abrdn Physical Silver Shares ETF
SIVR
$2.54B
| $449K | 0.36% |
+16,291
| New | +$449K |
|
61
iShares Core S&P 500 ETF
IVV
$660B
| $409K | 0.33% |
+695
| New | +$409K |
|
62
Best Buy
BBY
$15.8B
| $405K | 0.33% |
+4,723
| New | +$405K |
|
63
WEC Energy
WEC
$34.4B
| $398K | 0.32% |
+4,227
| New | +$398K |
|
64
SPDR Gold Trust
GLD
$111B
| $379K | 0.31% |
+1,565
| New | +$379K |
|
65
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $370K | 0.3% |
+4,043
| New | +$370K |
|
66
Conagra Brands
CAG
$9.19B
| $369K | 0.3% |
+13,294
| New | +$369K |
|
67
Vanguard Total International Bond ETF
BNDX
$68B
| $364K | 0.3% |
+7,427
| New | +$364K |
|
68
Mid-America Apartment Communities
MAA
$16.8B
| $362K | 0.29% |
+2,341
| New | +$362K |
|
69
United Parcel Service
UPS
$72.3B
| $356K | 0.29% |
+2,825
| New | +$356K |
|
70
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
| $349K | 0.28% |
+4,273
| New | +$349K |
|
71
Bristol-Myers Squibb
BMY
$96.7B
| $344K | 0.28% |
+6,074
| New | +$344K |
|
72
UDR
UDR
$12.7B
| $337K | 0.27% |
+7,753
| New | +$337K |
|
73
Sprott Physical Silver Trust
PSLV
$7.69B
| $332K | 0.27% |
+34,449
| New | +$332K |
|
74
Regions Financial
RF
$24B
| $313K | 0.25% |
+13,315
| New | +$313K |
|
75
Vanguard Total Stock Market ETF
VTI
$524B
| $309K | 0.25% |
+1,065
| New | +$309K |
|