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
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$4.65M
3
+$3.65M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.27M
5
DLX icon
Deluxe
DLX
+$1.71M

Top Sells

1
+$5.95M
2
+$3.69M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$2.11M
5
VRT icon
Vertiv
VRT
+$1.94M

Sector Composition

1 Financials 6.92%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
51
Verizon
VZ
$166B
$680K 0.38%
15,724
+1,267
ACN icon
52
Accenture
ACN
$157B
$671K 0.38%
2,246
-11
NI icon
53
NiSource
NI
$20.4B
$662K 0.37%
16,400
+9,454
MDT icon
54
Medtronic
MDT
$120B
$631K 0.36%
7,234
+1,021
EOG icon
55
EOG Resources
EOG
$57.8B
$627K 0.35%
+5,245
PDP icon
56
Invesco Dorsey Wright Momentum ETF
PDP
$1.39B
$594K 0.33%
5,469
-116
DRI icon
57
Darden Restaurants
DRI
$21.1B
$593K 0.33%
2,718
-176
MSFT icon
58
Microsoft
MSFT
$4.03T
$585K 0.33%
1,176
-498
MAA icon
59
Mid-America Apartment Communities
MAA
$15.3B
$583K 0.33%
3,942
+1,878
SLB icon
60
SLB Ltd
SLB
$53.6B
$570K 0.32%
+16,871
CNA icon
61
CNA Financial
CNA
$12B
$560K 0.32%
+12,026
EMN icon
62
Eastman Chemical
EMN
$7.28B
$515K 0.29%
+6,894
WMT icon
63
Walmart
WMT
$823B
$515K 0.29%
5,264
+4,621
TAP icon
64
Molson Coors Class B
TAP
$8.94B
$507K 0.29%
10,533
+10,532
ASX icon
65
ASE Group
ASX
$29.1B
$498K 0.28%
48,250
-1,981
FBTC icon
66
Fidelity Wise Origin Bitcoin Fund
FBTC
$15B
$455K 0.26%
4,839
+166
BIL icon
67
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$449K 0.25%
4,898
+4,730
USB icon
68
US Bancorp
USB
$73.6B
$425K 0.24%
9,390
-537
ABBV icon
69
AbbVie
ABBV
$402B
$424K 0.24%
2,282
+17
PSLV icon
70
Sprott Physical Silver Trust
PSLV
$8.56B
$423K 0.24%
34,599
+449
WEC icon
71
WEC Energy
WEC
$37.1B
$397K 0.22%
3,812
-108
IVV icon
72
iShares Core S&P 500 ETF
IVV
$682B
$388K 0.22%
625
-239
HD icon
73
Home Depot
HD
$384B
$382K 0.22%
1,041
-74
EPD icon
74
Enterprise Products Partners
EPD
$67.6B
$374K 0.21%
12,066
GIS icon
75
General Mills
GIS
$25.6B
$359K 0.2%
6,926
-154
1 2
3
4 5