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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
+1.15%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.2M
(+19%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
16.75%
Top 10 Holdings %
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Jabil
JBL
|
+$1.62M |
| 2 |
Equinor
EQNR
|
+$1.5M |
| 3 |
TGNA
TEGNA Inc
TGNA
|
+$1.44M |
| 4 |
SM Energy
SM
|
+$1.43M |
| 5 |
Energizer
ENR
|
+$1.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Comfort Systems
FIX
|
+$1.12M |
| 2 |
Edgewell Personal Care
EPC
|
+$1.06M |
| 3 |
Burlington
BURL
|
+$1.05M |
| 4 |
RLJ Lodging Trust
RLJ
|
+$699K |
| 5 |
Palantir
PLTR
|
+$547K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.73% |
| 2 | Energy | 4.5% |
| 3 | Financials | 3.87% |
| 4 | Industrials | 3.55% |
| 5 | Consumer Discretionary | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MAG
126
DELISTED
MAG Silver
MAG
| $103K | 0.07% |
+6,735
| New | +$105K |
|
127
PepsiCo
PEP
$191B
| $99.2K | 0.07% |
+662
| New | +$98.5K |
|
128
Oneok
OKE
$55.6B
| $98.5K | 0.07% |
+993
| New | +$98.6K |
|
129
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $97.9K | 0.07% |
+2,163
| New | +$97.4K |
|
130
Leidos
LDOS
$14.9B
| $97.3K | 0.07% |
+721
| New | +$101K |
|
131
Mastercard
MA
$500B
| $95.9K | 0.07% |
+175
| New | +$95.3K |
|
132
Realty Income
O
$59.2B
| $95.6K | 0.07% |
+1,649
| New | +$91.3K |
|
133
Alamos Gold
AGI
$12B
| $94.4K | 0.06% |
+3,528
| New | +$79.6K |
|
134
Sibanye-Stillwater
SBSW
$6.33B
| $91.6K | 0.06% |
+20,000
| New | +$75.8K |
|
135
Timothy Plan High Dividend Stock ETF
TPHD
$361M
| $89.3K | 0.06% |
+2,374
| New | +$88.6K |
|
136
Schwab International Equity ETF
SCHF
$67.1B
| $88.5K | 0.06% |
+4,475
| New | +$87.8K |
|
|
GOOD
137
Gladstone Commercial Corp
GOOD
$604M
| $87.1K | 0.06% |
+5,815
| New | +$91.7K |
|
138
GE Aerospace
GE
$383B
| $85.9K | 0.06% |
+429
| New | +$84.4K |
|
139
IAMGOLD
IAG
$8.53B
| $84.8K | 0.06% |
+13,568
| New | +$80.2K |
|
140
Advanced Drainage Systems
WMS
$11.1B
| $84.3K | 0.06% |
+776
| New | +$90.5K |
|
141
ExxonMobil
XOM
$643B
| $84.1K | 0.06% |
+707
| New | +$78.2K |
|
142
Norfolk Southern
NSC
$75.6B
| $82.9K | 0.06% |
+350
| New | +$85.3K |
|
|
NGD
143
DELISTED
New Gold Inc
NGD
| $82.7K | 0.06% |
+22,282
| New | +$66K |
|
|
SKX
144
DELISTED
Skechers
SKX
| $82.5K | 0.06% |
+1,453
| New | +$94.5K |
|
145
TORM
TRMD
$3.09B
| $82.4K | 0.06% |
+5,000
| New | +$96.7K |
|
146
Inspire 100 ETF
BIBL
$483M
| $82.3K | 0.06% |
2,142
| – | – |
|
147
SFL Corp
SFL
$1.65B
| $82K | 0.06% |
+10,000
| New | +$96.6K |
|
148
EPAM Systems
EPAM
$5.6B
| $81K | 0.06% |
+480
| New | +$106K |
|
149
Equinox Gold
EQX
$7.24B
| $80.1K | 0.05% |
11,640
| – | – |
|
|
ETG
150
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.82B
| $79K | 0.05% |
+4,334
| New | +$81K |
|
Similar funds
PHAM
HFRG
CIA
EBWM
KAM
GCCM
ACM
Kiker Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Kiker Wealth Management held 735 positions worth $147M, up 19% from $123M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Kiker Wealth Management deployed $24.6M of net new capital in Q1 2025, opening 556 new positions and adding to 44 existing holdings. Its largest new stake was Jabil: 10,520 shares worth $1.43M.
By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 6.7% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Edgewell Personal Care, an estimated $1.06M trimmed.
- Kiker Wealth Management's largest Q1 2025 buy was Jabil: 10,520 shares worth $1.43M.
- Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $1.16M increase.
- Kiker Wealth Management's biggest Q1 2025 reduction was Edgewell Personal Care, cutting an estimated $1.06M.
- Kiker Wealth Management fully exited Comfort Systems in Q1 2025, selling an estimated $1.12M.
- Kiker Wealth Management's ten largest holdings make up 41% of its $147M portfolio in Q1 2025.
- Kiker Wealth Management opened 556 new positions and closed 18 in Q1 2025.
- Kiker Wealth Management's portfolio value rose 19% quarter-over-quarter to $147M.
Based on Kiker Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.