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
CDE icon
101
Coeur Mining
CDE
$14.5B
– –
-21,627
FNDC icon
102
Schwab Fundamental International Small Company Index ETF
FNDC
$3.18B
– –
-7
FNDX icon
103
Schwab Fundamental US Large Company Index ETF
FNDX
$23.8B
– –
-5,168
PRU icon
104
Prudential Financial
PRU
$34.5B
– –
-5,853
RSP icon
105
Invesco S&P 500 Equal Weight ETF
RSP
$87.5B
– –
-640
SCHE icon
106
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
– –
-1,076
SCHF icon
107
Schwab International Equity ETF
SCHF
$58.3B
– –
-1,016
SPYM
108
State Street SPDR Portfolio S&P 500 ETF
SPYM
$105B
– –
-649
EWW icon
109
iShares MSCI Mexico ETF
EWW
$2.37B
– –
-299
EWZ icon
110
iShares MSCI Brazil ETF
EWZ
$9.04B
– –
-212,613
FBTC icon
111
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.98B
– –
-4,839
FE icon
112
FirstEnergy
FE
$29.1B
– –
-14,422
CEF icon
113
Sprott Physical Gold and Silver Trust
CEF
$10.1B
– –
-84,278
CIBR icon
114
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.97B
– –
-98,045
CLOI icon
115
VanEck CLO ETF
CLOI
$1.36B
– –
-1,407
CMCL icon
116
Caledonia Mining Corp
CMCL
$525M
– –
-9,017
CNA icon
117
CNA Financial
CNA
$13.1B
– –
-12,602
CNO icon
118
CNO Financial Group
CNO
$3.97B
– –
-44,636
CNXT icon
119
VanEck ChiNext ETF
CNXT
$63.8M
– –
-33
COR icon
120
Cencora
COR
$69.9B
– –
-4,857
CTRA icon
121
Coterra Energy
CTRA
$23.7B
– –
-24,910
CVX icon
122
Chevron
CVX
$376B
– –
-7,161
DLX icon
123
Deluxe
DLX
$1.27B
– –
-104,139
DRI icon
124
Darden Restaurants
DRI
$23.7B
– –
-3,629
DUSB icon
125
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.78B
– –
-4,550
3 4
5
6 7