KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.46%
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
PG icon
126
Procter & Gamble
PG
$341B
– –
-4,501
PHYS icon
127
Sprott Physical Gold
PHYS
$15.5B
– –
-32,407
PLTR icon
128
Palantir
PLTR
$325B
– –
-6,274
SAND
129
DELISTED
Sandstorm Gold
SAND
– –
-21,289
SB icon
130
Safe Bulkers
SB
$662M
– –
-20,000
SCHA icon
131
Schwab U.S Small- Cap ETF
SCHA
$22.2B
– –
-1,121
SCHB icon
132
Schwab US Broad Market ETF
SCHB
$42.2B
– –
-517
SCHC icon
133
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
– –
-7
SCHD icon
134
Schwab US Dividend Equity ETF
SCHD
$94.2B
– –
-165
SCHE icon
135
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
– –
-1,076
SCHF icon
136
Schwab International Equity ETF
SCHF
$64B
– –
-1,016
SCHM icon
137
Schwab US Mid-Cap ETF
SCHM
$14.4B
– –
-184
SCHP icon
138
Schwab US TIPS ETF
SCHP
$15.5B
– –
-89
SCHR icon
139
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.9B
– –
-811
SCHX icon
140
Schwab US Large- Cap ETF
SCHX
$70.8B
– –
-816
SDY icon
141
State Street SPDR S&P Dividend ETF
SDY
$21.1B
– –
-285
SFL icon
142
SFL Corp
SFL
$1.46B
– –
-10,000
SKE
143
Skeena Resources
SKE
$3.25B
– –
-13,355
SLB icon
144
SLB Ltd
SLB
$82B
– –
-16,517
SLQD icon
145
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.33B
– –
-27
SLV icon
146
iShares Silver Trust
SLV
$32.9B
– –
-105,181
SPIB icon
147
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
– –
-78
VTI icon
148
Vanguard Total Stock Market ETF
VTI
$640B
– –
-883
WAB icon
149
Wabtec
WAB
$44.2B
– –
-1,059
XLC icon
150
State Street Communication Services Select Sector SPDR ETF
XLC
$24.2B
– –
-1
4 5
6
7 8