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
IJH icon
126
iShares Core S&P Mid-Cap ETF
IJH
$107B
$74.1K 0.04%
1,136
-29
XLI icon
127
State Street Industrial Select Sector SPDR ETF
XLI
$27.8B
$62.2K 0.03%
403
+1
HAFN icon
128
Hafnia
HAFN
$2.92B
$59.9K 0.03%
10,000
IWB icon
129
iShares Russell 1000 ETF
IWB
$45.8B
$57K 0.03%
156
-62
SPTL icon
130
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$56.4K 0.03%
2,093
-393
XLP icon
131
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.3B
$53.8K 0.03%
687
-30
FNDE icon
132
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.54B
$52.7K 0.03%
1,457
+1,382
XLK icon
133
State Street Technology Select Sector SPDR ETF
XLK
$91.3B
$51K 0.03%
362
SPYM
134
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$50.8K 0.03%
649
-124
XLF icon
135
State Street Financial Select Sector SPDR ETF
XLF
$53.1B
$50.5K 0.03%
938
RDVY icon
136
First Trust Rising Dividend Achievers ETF
RDVY
$19.9B
$47.7K 0.02%
709
DVY icon
137
iShares Select Dividend ETF
DVY
$21.5B
$41.4K 0.02%
+291
SDY icon
138
State Street SPDR S&P Dividend ETF
SDY
$20.6B
$39.9K 0.02%
285
-287
SCHE icon
139
Schwab Emerging Markets Equity ETF
SCHE
$11.9B
$35.9K 0.02%
+1,076
IJR icon
140
iShares Core S&P Small-Cap ETF
IJR
$92.8B
$35.9K 0.02%
302
+3
XLU icon
141
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$35.6K 0.02%
816
+4
VTV icon
142
Vanguard Value ETF
VTV
$162B
$32.4K 0.02%
174
+14
SCHA icon
143
Schwab U.S Small- Cap ETF
SCHA
$20.4B
$31.3K 0.02%
+1,121
MBB icon
144
iShares MBS ETF
MBB
$39.3B
$29.2K 0.01%
307
+33
KOS icon
145
Kosmos Energy
KOS
$607M
$24.9K 0.01%
15,000
-5,000
SCHF icon
146
Schwab International Equity ETF
SCHF
$57B
$23.7K 0.01%
+1,016
SCHX icon
147
Schwab US Large- Cap ETF
SCHX
$63.2B
$21.5K 0.01%
816
+51
TIP icon
148
iShares TIPS Bond ETF
TIP
$13.9B
$20.8K 0.01%
187
+27
EWW icon
149
iShares MSCI Mexico ETF
EWW
$2.06B
$20.4K 0.01%
299
-75
SCHR icon
150
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$20.4K 0.01%
+811
4 5
6
7 8