KWM

Kiker Wealth Management Portfolio holdings

AUM $3.01M
1-Year Est. Return 31.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.01M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$16.6M
2
+$13.1M
3
+$12.4M
4
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$11.3M
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$10.3M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGNA
76
DELISTED
TEGNA Inc
TGNA
– –
-75,655
USB icon
77
US Bancorp
USB
$88.8B
– –
-14,123
USIG icon
78
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
– –
-46
VB icon
79
Vanguard Small-Cap ETF
VB
$77B
– –
-8
VEGI icon
80
iShares MSCI Agriculture Producers ETF
VEGI
$166M
– –
-39
VIPS icon
81
Vipshop
VIPS
$7.08B
– –
-106,297
VO icon
82
Vanguard Mid-Cap ETF
VO
$24.7B
– –
-44
VOYA icon
83
Voya Financial
VOYA
$6.96B
– –
-21,552
VTI icon
84
Vanguard Total Stock Market ETF
VTI
$610B
– –
-883
VTV icon
85
Vanguard Value ETF
VTV
$170B
– –
-174
VUG icon
86
Vanguard Growth ETF
VUG
$34.7B
– –
-5
VZ icon
87
Verizon
VZ
$195B
– –
-14,556
WAB icon
88
Wabtec
WAB
$44.3B
– –
-1,059
XLC icon
89
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
– –
-1
XLP icon
90
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-687
SCCR
91
Schwab Core Bond ETF
SCCR
$1.35B
– –
-279
FNDX icon
92
Schwab Fundamental US Large Company Index ETF
FNDX
$25.3B
– –
-5,168
PRU icon
93
Prudential Financial
PRU
$33.7B
– –
-5,853
RSP icon
94
Invesco S&P 500 Equal Weight ETF
RSP
$88.4B
– –
-640
SCHE icon
95
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
– –
-1,076
SCHF icon
96
Schwab International Equity ETF
SCHF
$62.4B
– –
-1,016
EWW icon
97
iShares MSCI Mexico ETF
EWW
$2.26B
– –
-299
EWZ icon
98
iShares MSCI Brazil ETF
EWZ
$11.8B
– –
-212,613
FBTC icon
99
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.97B
– –
-4,839
FE icon
100
FirstEnergy
FE
$28.3B
– –
-14,422
2 3
4
5 6