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 icon
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
ITA icon
151
iShares US Aerospace & Defense ETF
ITA
$11.9B
$19.3K 0.01%
92
EMB icon
152
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$16.9K 0.01%
178
XAR icon
153
SPDR S&P Aerospace & Defense ETF
XAR
$5.09B
$16.9K 0.01%
72
RWR icon
154
SPDR Dow Jones REIT ETF
RWR
$1.83B
$16.8K 0.01%
168
-4
IEF icon
155
iShares 7-10 Year Treasury Bond ETF
IEF
$38.7B
$14.4K 0.01%
149
+7
XME icon
156
SPDR S&P Metals & Mining ETF
XME
$2.81B
$14.2K 0.01%
152
SLYV icon
157
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.12B
$13.5K 0.01%
152
SCHB icon
158
Schwab US Broad Market ETF
SCHB
$38.4B
$13.3K 0.01%
517
+17
REMX icon
159
VanEck Rare Earth/Strategic Metals ETF
REMX
$887M
$13K 0.01%
197
+3
VO icon
160
Vanguard Mid-Cap ETF
VO
$88.1B
$12.9K 0.01%
44
+9
XLY icon
161
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$12K 0.01%
50
SPYG icon
162
SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.4B
$11.3K 0.01%
108
+40
XSW icon
163
SPDR S&P Software & Services ETF
XSW
$479M
$11.1K 0.01%
56
SOXX icon
164
iShares Semiconductor ETF
SOXX
$16.9B
$10.8K 0.01%
40
IXC icon
165
iShares Global Energy ETF
IXC
$1.87B
$10.4K 0.01%
250
PFF icon
166
iShares Preferred and Income Securities ETF
PFF
$14.6B
$10.3K 0.01%
+326
SPYV icon
167
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.1B
$9.19K ﹤0.01%
+166
LQD icon
168
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$8.25K ﹤0.01%
74
+30
SCCR
169
Schwab Core Bond ETF
SCCR
$957M
$7.24K ﹤0.01%
+279
EIS icon
170
iShares MSCI Israel ETF
EIS
$446M
$7.22K ﹤0.01%
72
FNDF icon
171
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$6.7K ﹤0.01%
+156
SMOG icon
172
VanEck Low Carbon Energy ETF
SMOG
$141M
$6.61K ﹤0.01%
52
SCHG icon
173
Schwab US Large-Cap Growth ETF
SCHG
$54.6B
$6.32K ﹤0.01%
+198
ROBT icon
174
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$640M
$5.98K ﹤0.01%
113
SCHK icon
175
Schwab 1000 Index ETF
SCHK
$4.79B
$5.72K ﹤0.01%
+178
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