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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
KRE icon
151
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$1.93K ﹤0.01%
+32
New +$1.98K
SCZ icon
152
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$1.82K ﹤0.01%
+30
New +$1.91K
XTL icon
153
State Street SPDR S&P Telecom ETF
XTL
$567M
$1.82K ﹤0.01%
+17
New +$1.8K
SPYV icon
154
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$1.79K ﹤0.01%
+35
New +$1.86K
IGF icon
155
iShares Global Infrastructure ETF
IGF
$10.9B
$1.57K ﹤0.01%
+30
New +$1.62K
SPYD icon
156
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$1.56K ﹤0.01%
+36
New +$1.63K
PFF icon
157
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.54K ﹤0.01%
+49
New +$1.6K
VEGI icon
158
iShares MSCI Agriculture Producers ETF
VEGI
$148M
$1.39K ﹤0.01%
+39
New +$1.45K
RWR icon
159
State Street SPDR Dow Jones REIT ETF
RWR
$1.86B
$1.38K ﹤0.01%
+14
New +$1.46K
FXO icon
160
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$1.35K ﹤0.01%
+25
New +$1.37K
FXN icon
161
First Trust Energy AlphaDEX Fund
FXN
$388M
$1.27K ﹤0.01%
+78
New +$1.31K
USMV icon
162
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$1.24K ﹤0.01%
+14
New +$1.28K
TAN icon
163
Invesco Solar ETF
TAN
$1.42B
$994 ﹤0.01%
+30
New +$1.11K
FTXG icon
164
First Trust Nasdaq Food & Beverage ETF
FTXG
$24M
$993 ﹤0.01%
+43
New +$1.05K
IGV icon
165
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$901 ﹤0.01%
+9
New +$892
RAAX icon
166
VanEck Inflation Allocation ETF
RAAX
$1.12B
$832 ﹤0.01%
+30
New +$883
KXI icon
167
iShares Global Consumer Staples ETF
KXI
$1.07B
$603 ﹤0.01%
+10
New +$631
TIP icon
168
iShares TIPS Bond ETF
TIP
$14.5B
$533 ﹤0.01%
+5
New +$541
EZU icon
169
iShare MSCI Eurozone ETF
EZU
$9.64B
$472 ﹤0.01%
+10
New +$489
RSPD icon
170
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$317M
$374 ﹤0.01%
+7
New +$374
USRT icon
171
iShares Core US REIT ETF
USRT
$4.62B
$115 ﹤0.01%
+2
New +$120
3 4 5 6
7

Similar funds

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Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
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
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

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.