KWM

Kiker Wealth Management Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.45M
3 +$1.43M
4
ENR icon
Energizer
ENR
+$1.24M
5
APH icon
Amphenol
APH
+$1.24M

Top Sells

1 +$1.18M
2 +$1.1M
3 +$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$745K
5
PLTR icon
Palantir
PLTR
+$525K

Sector Composition

1 Technology 7.74%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPTL icon
151
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
$77.8K 0.05%
2,853
-33
KGC icon
152
Kinross Gold
KGC
$29.2B
$76.8K 0.05%
+6,087
PECO icon
153
Phillips Edison & Co
PECO
$4.35B
$76.6K 0.05%
+2,100
RWJ icon
154
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.63B
$74.3K 0.05%
1,825
+45
SB icon
155
Safe Bulkers
SB
$455M
$73.8K 0.05%
+20,000
IEFA icon
156
iShares Core MSCI EAFE ETF
IEFA
$158B
$73.3K 0.05%
+969
IWF icon
157
iShares Russell 1000 Growth ETF
IWF
$125B
$73.3K 0.05%
203
CLOI icon
158
VanEck CLO ETF
CLOI
$1.22B
$72.8K 0.05%
1,377
SSRM icon
159
SSR Mining
SSRM
$4.64B
$72.6K 0.05%
+7,238
NE icon
160
Noble Corp
NE
$4.85B
$72.1K 0.05%
+3,042
META icon
161
Meta Platforms (Facebook)
META
$1.85T
$72K 0.05%
+125
IAUM icon
162
iShares Gold Trust Micro
IAUM
$4.79B
$71.7K 0.05%
+2,300
VEA icon
163
Vanguard FTSE Developed Markets ETF
VEA
$180B
$70.8K 0.05%
+1,392
ETHE
164
Grayscale Ethereum Trust ETF
ETHE
$4.42B
$70.7K 0.05%
+4,648
A icon
165
Agilent Technologies
A
$42B
$70.2K 0.05%
+600
COIN icon
166
Coinbase
COIN
$91.1B
$69.1K 0.05%
+401
HGER icon
167
Harbor Commodity All-Weather Strategy ETF
HGER
$731M
$68.8K 0.05%
+2,862
SKE
168
Skeena Resources
SKE
$2.01B
$68K 0.05%
+6,736
PEO
169
Adams Natural Resources Fund
PEO
$578M
$67.7K 0.05%
+2,966
IEI icon
170
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$67.1K 0.05%
568
+35
IWB icon
171
iShares Russell 1000 ETF
IWB
$45.6B
$66.9K 0.05%
218
TFC icon
172
Truist Financial
TFC
$56.5B
$66K 0.05%
+1,605
XLP icon
173
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$64.8K 0.04%
+794
NOW icon
174
ServiceNow
NOW
$193B
$64.5K 0.04%
+81
WPC icon
175
W.P. Carey
WPC
$14.6B
$64.4K 0.04%
+1,021