KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.45M
3
+$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$525K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHYS icon
51
Sprott Physical Gold
PHYS
$14.5B
$626K 0.43%
26,004
-5,844
DRI icon
52
Darden Restaurants
DRI
$21.7B
$601K 0.41%
2,894
-244
IPG icon
53
Interpublic Group of Companies
IPG
$10B
$564K 0.38%
20,770
-1,120
PDP icon
54
Invesco Dorsey Wright Momentum ETF
PDP
$1.39B
$558K 0.38%
5,585
+927
MDT icon
55
Medtronic
MDT
$121B
$558K 0.38%
6,213
-418
BND icon
56
Vanguard Total Bond Market
BND
$138B
$541K 0.37%
7,371
-230
PLTR icon
57
Palantir
PLTR
$439B
$535K 0.36%
6,335
-6,226
SPY icon
58
SPDR S&P 500 ETF Trust
SPY
$673B
$532K 0.36%
951
+438
SIVR icon
59
abrdn Physical Silver Shares ETF
SIVR
$3.1B
$507K 0.35%
15,584
-707
ADM icon
60
Archer Daniels Midland
ADM
$30.5B
$494K 0.34%
10,294
-480
IVV icon
61
iShares Core S&P 500 ETF
IVV
$673B
$485K 0.33%
864
+169
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.06T
$484K 0.33%
909
-528
ABBV icon
63
AbbVie
ABBV
$402B
$475K 0.32%
2,265
-300
ASX icon
64
ASE Group
ASX
$28.2B
$440K 0.3%
50,231
-1,858
WEC icon
65
WEC Energy
WEC
$37.3B
$427K 0.29%
3,920
-307
GIS icon
66
General Mills
GIS
$25.5B
$423K 0.29%
7,080
-333
USB icon
67
US Bancorp
USB
$75.5B
$419K 0.29%
9,927
-716
EPD icon
68
Enterprise Products Partners
EPD
$67.3B
$412K 0.28%
12,066
+4,999
HD icon
69
Home Depot
HD
$386B
$409K 0.28%
1,115
-262
PSLV icon
70
Sprott Physical Silver Trust
PSLV
$8.98B
$396K 0.27%
34,150
-299
CVX icon
71
Chevron
CVX
$316B
$373K 0.25%
2,227
+580
MAA icon
72
Mid-America Apartment Communities
MAA
$15.8B
$346K 0.24%
2,064
-277
BMY icon
73
Bristol-Myers Squibb
BMY
$89B
$343K 0.23%
5,630
-444
FBTC icon
74
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$336K 0.23%
4,673
+400
CAG icon
75
Conagra Brands
CAG
$8.82B
$332K 0.23%
12,439
-855
1 2
3
4 5