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
EPD icon
76
Enterprise Products Partners
EPD
$70.8B
$379K 0.19%
12,106
+40
SSRM icon
77
SSR Mining
SSRM
$4.96B
$371K 0.19%
15,203
+504
RF icon
78
Regions Financial
RF
$24B
$351K 0.18%
13,315
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.05T
$336K 0.17%
668
+10
CMCL icon
80
Caledonia Mining Corp
CMCL
$531M
$327K 0.16%
9,017
+7,897
NVDA icon
81
NVIDIA
NVDA
$4.33T
$320K 0.16%
1,714
+71
TSLA icon
82
Tesla
TSLA
$1.39T
$319K 0.16%
716
+20
HD icon
83
Home Depot
HD
$373B
$318K 0.16%
784
-257
WPM icon
84
Wheaton Precious Metals
WPM
$64.3B
$310K 0.16%
2,774
-80
BND icon
85
Vanguard Total Bond Market
BND
$146B
$305K 0.15%
4,100
-650
VTI icon
86
Vanguard Total Stock Market ETF
VTI
$571B
$290K 0.15%
883
-50
BNDX icon
87
Vanguard Total International Bond ETF
BNDX
$74.4B
$284K 0.14%
5,750
LMT icon
88
Lockheed Martin
LMT
$133B
$284K 0.14%
569
+3
NGD
89
New Gold Inc
NGD
$8.87B
$275K 0.14%
+38,322
OMC icon
90
Omnicom Group
OMC
$24.5B
$272K 0.14%
3,333
+2,791
HBM icon
91
Hudbay
HBM
$9.78B
$271K 0.14%
+17,844
GDXJ icon
92
VanEck Junior Gold Miners ETF
GDXJ
$11.2B
$270K 0.14%
2,729
+425
SAND
93
DELISTED
Sandstorm Gold
SAND
$267K 0.13%
21,289
+18,348
IMAX icon
94
IMAX
IMAX
$2.02B
$256K 0.13%
+7,819
CCJ icon
95
Cameco
CCJ
$50.4B
$250K 0.13%
2,985
+2,810
SKE
96
Skeena Resources
SKE
$3.53B
$246K 0.12%
+13,355
TGB
97
Taseko Mines
TGB
$2.58B
$244K 0.12%
+57,777
GLD icon
98
SPDR Gold Trust
GLD
$164B
$244K 0.12%
687
+19
DHT icon
99
DHT Holdings
DHT
$2.14B
$239K 0.12%
20,000
ET icon
100
Energy Transfer Partners
ET
$59.9B
$233K 0.12%
13,575
2 3
4
5 6