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KWM

Kiker Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 28.91%
This Fund
S&P 500
This Quarter Est. Return
-0.02%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow %
103.56%
Top 10 Hldgs %
46.91%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$11.2M
2
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$9.56M
3
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$6.84M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.17M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.28M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQX icon
101
Equinox Gold
EQX
$7.06B
$58.4K 0.05%
+11,640
New +$65.1K
SPYM
102
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$56.8K 0.05%
+824
New +$57.1K
RSP icon
103
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$54.8K 0.04%
+313
New +$56.6K
VB icon
104
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$50.7K 0.04%
+211
New +$51.9K
XLG icon
105
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$50K 0.04%
+1,000
New +$49.2K
INDA icon
106
iShares MSCI India ETF
INDA
$6.89B
$49.9K 0.04%
+949
New +$52.3K
XSW icon
107
State Street SPDR S&P Software & Services ETF
XSW
$442M
$26.8K 0.02%
+142
New +$25.8K
MOAT icon
108
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$25.3K 0.02%
+273
New +$26.3K
AGG icon
109
iShares Core US Aggregate Bond ETF
AGG
$137B
$24.3K 0.02%
+251
New +$24.7K
VUG icon
110
Vanguard Morningstar Growth ETF
VUG
$220B
$21.3K 0.02%
+312
New +$21K
EWW icon
111
iShares MSCI Mexico ETF
EWW
$1.92B
$21.3K 0.02%
+455
New +$23.5K
VO icon
112
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$19.5K 0.02%
+296
New +$20.1K
SHV icon
113
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$18.2K 0.01%
+165
New +$18.2K
SLYV icon
114
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$16.6K 0.01%
+190
New +$17K
EMB icon
115
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$15.8K 0.01%
+178
New +$16.2K
XME icon
116
State Street SPDR S&P Metals & Mining ETF
XME
$3.87B
$14.3K 0.01%
+252
New +$16.2K
ITA icon
117
iShares US Aerospace & Defense ETF
ITA
$14.2B
$13.4K 0.01%
+92
New +$13.9K
XAR icon
118
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
$11.9K 0.01%
+72
New +$11.9K
NINE
119
DELISTED
Nine Energy Service
NINE
$11.9K 0.01%
+10,650
New +$12.6K
REMX icon
120
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.95B
$11.5K 0.01%
+294
New +$13.4K
VOO icon
121
Vanguard S&P 500 ETF
VOO
$979B
$11.3K 0.01%
+21
New +$11.4K
VXF icon
122
Vanguard Extended Market ETF
VXF
$30.3B
$11K 0.01%
+58
New +$11.2K
EEM icon
123
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$10.5K 0.01%
+252
New +$11.2K
IXC icon
124
iShares Global Energy ETF
IXC
$2.79B
$9.53K 0.01%
+250
New +$10.2K
IVE icon
125
iShares S&P 500 Value ETF
IVE
$49B
$9.35K 0.01%
+49
New +$9.72K
3 4
5
6 7

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HFRG
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CIA
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EBWM
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KAM
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GCCM
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ACM
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Kiker Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Kiker Wealth Management, which disclosed 171 positions worth $123M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is iShares Russell 2000 ETF: 49,131 shares worth $10.9M.

By sector, the portfolio is most concentrated in Technology at 6.7% of assets, followed by Consumer Discretionary and Financials.

  • Kiker Wealth Management's largest Q4 2024 buy was iShares Russell 2000 ETF: 49,131 shares worth $10.9M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $123M portfolio in Q4 2024.
  • Kiker Wealth Management disclosed 171 positions in Q4 2024, its first 13F filing on record.

Based on Kiker Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.