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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
XOP icon
126
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.65B
$9.27K 0.01%
+70
New +$9.57K
SOXX icon
127
iShares Semiconductor ETF
SOXX
$41.7B
$8.62K 0.01%
+40
New +$8.92K
MBB icon
128
iShares MBS ETF
MBB
$38.9B
$8.16K 0.01%
+89
New +$8.29K
IEF icon
129
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$7.95K 0.01%
+86
New +$8.13K
SPYG icon
130
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$6.86K 0.01%
+78
New +$6.74K
ANGL icon
131
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$6.22K 0.01%
+217
New +$6.3K
EIS icon
132
iShares MSCI Israel ETF
EIS
$889M
$5.55K ﹤0.01%
+72
New +$5.14K
GOVT icon
133
iShares US Treasury Bond ETF
GOVT
$43.6B
$5.31K ﹤0.01%
+231
New +$5.27K
SMOG icon
134
VanEck Low Carbon Energy ETF
SMOG
$129M
$5.13K ﹤0.01%
+52
New +$5.39K
ROBT icon
135
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$721M
$5.09K ﹤0.01%
+113
New +$5.13K
EFA icon
136
iShares MSCI EAFE ETF
EFA
$78B
$4.84K ﹤0.01%
+64
New +$5.07K
SPAB icon
137
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.76B
$4.75K ﹤0.01%
+190
New +$4.83K
TLH icon
138
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$4.38K ﹤0.01%
+44
New +$4.55K
XMMO icon
139
Invesco S&P MidCap Momentum ETF
XMMO
$7.11B
$4.32K ﹤0.01%
+35
New +$4.44K
FXD icon
140
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$269M
$4.27K ﹤0.01%
+66
New +$4.29K
HEFA icon
141
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$3.96K ﹤0.01%
+114
New +$4.01K
IQLT icon
142
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
$3.12K ﹤0.01%
+84
New +$3.29K
TRX icon
143
TRX Gold Corp
TRX
$254M
$3.07K ﹤0.01%
+10,000
New +$3.65K
MCHI icon
144
iShares MSCI China ETF
MCHI
$6.32B
$2.98K ﹤0.01%
+64
New +$3.16K
ICLN icon
145
iShares Global Clean Energy ETF
ICLN
$2.31B
$2.8K ﹤0.01%
+246
New +$3.11K
EWY icon
146
iShares MSCI South Korea ETF
EWY
$21.9B
$2.44K ﹤0.01%
+48
New +$2.8K
CRAK icon
147
VanEck Oil Refiners ETF
CRAK
$213M
$2.06K ﹤0.01%
+75
New +$2.35K
RSPT icon
148
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$2.06K ﹤0.01%
+55
New +$2.1K
FTXN icon
149
First Trust Nasdaq Oil & Gas ETF
FTXN
$167M
$2.04K ﹤0.01%
+71
New +$2.14K
XES icon
150
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$374M
$1.97K ﹤0.01%
+25
New +$2.04K
3 4 5
6
7

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HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
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.