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
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

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
$80.5B
$379K 0.19%
12,106
+40
SSRM icon
77
SSR Mining
SSRM
$6.49B
$371K 0.19%
15,203
+504
RF icon
78
Regions Financial
RF
$22.5B
$351K 0.18%
13,315
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.04T
$336K 0.17%
668
+10
CMCL icon
80
Caledonia Mining Corp
CMCL
$459M
$327K 0.16%
9,017
+7,897
NVDA icon
81
NVIDIA
NVDA
$4.28T
$320K 0.16%
1,714
+71
TSLA icon
82
Tesla
TSLA
$1.42T
$319K 0.16%
716
+20
HD icon
83
Home Depot
HD
$331B
$318K 0.16%
784
-257
WPM icon
84
Wheaton Precious Metals
WPM
$61.6B
$310K 0.16%
2,774
-80
BND icon
85
Vanguard Total Bond Market
BND
$151B
$305K 0.15%
4,100
-650
VTI icon
86
Vanguard Total Stock Market ETF
VTI
$560B
$290K 0.15%
883
-50
BNDX icon
87
Vanguard Total International Bond ETF
BNDX
$76.7B
$284K 0.14%
5,750
LMT icon
88
Lockheed Martin
LMT
$141B
$284K 0.14%
569
+3
NGD
89
DELISTED
New Gold Inc
NGD
$275K 0.14%
+38,322
OMC icon
90
Omnicom Group
OMC
$21.5B
$272K 0.14%
3,333
+2,791
HBM icon
91
Hudbay
HBM
$8.66B
$271K 0.14%
+17,844
GDXJ icon
92
VanEck Junior Gold Miners ETF
GDXJ
$9.56B
$270K 0.14%
2,729
+425
SAND
93
DELISTED
Sandstorm Gold
SAND
$267K 0.13%
21,289
+18,348
IMAX icon
94
IMAX
IMAX
$2.07B
$256K 0.13%
+7,819
CCJ icon
95
Cameco
CCJ
$49.5B
$250K 0.13%
2,985
+2,810
SKE
96
Skeena Resources
SKE
$3.8B
$246K 0.12%
+13,355
TGB
97
Taseko Mines
TGB
$2.48B
$244K 0.12%
+57,777
GLD icon
98
SPDR Gold Trust
GLD
$161B
$244K 0.12%
687
+19
DHT icon
99
DHT Holdings
DHT
$2.97B
$239K 0.12%
20,000
ET icon
100
Energy Transfer Partners
ET
$65.4B
$233K 0.12%
13,575
2 3
4
5 6