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
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
ANGL icon
176
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.13B
$5.62K ﹤0.01%
189
+117
SCHM icon
177
Schwab US Mid-Cap ETF
SCHM
$13B
$5.45K ﹤0.01%
+184
HYG icon
178
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.5B
$4.55K ﹤0.01%
+56
TLH icon
179
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$4.53K ﹤0.01%
44
SCHD icon
180
Schwab US Dividend Equity ETF
SCHD
$75.2B
$4.5K ﹤0.01%
+165
ICSH icon
181
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.69B
$4.47K ﹤0.01%
+88
JNK icon
182
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.83B
$4.31K ﹤0.01%
+44
XLE icon
183
State Street Energy Select Sector SPDR ETF
XLE
$29.1B
$4.29K ﹤0.01%
96
IGIB icon
184
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.4B
$3.68K ﹤0.01%
+68
AGG icon
185
iShares Core US Aggregate Bond ETF
AGG
$136B
$3.51K ﹤0.01%
+35
EEM icon
186
iShares MSCI Emerging Markets ETF
EEM
$23.5B
$3.31K ﹤0.01%
62
-60
EFG icon
187
iShares MSCI EAFE Growth ETF
EFG
$9.65B
$2.85K ﹤0.01%
+25
IQLT icon
188
iShares MSCI Intl Quality Factor ETF
IQLT
$13.9B
$2.74K ﹤0.01%
+62
SPIB icon
189
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$2.64K ﹤0.01%
+78
USIG icon
190
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.3B
$2.4K ﹤0.01%
+46
SCHP icon
191
Schwab US TIPS ETF
SCHP
$14.7B
$2.4K ﹤0.01%
89
VUG icon
192
Vanguard Growth ETF
VUG
$197B
$2.4K ﹤0.01%
+5
XTL icon
193
State Street SPDR S&P Telecom ETF
XTL
$236M
$2.38K ﹤0.01%
17
SMLF icon
194
iShares US Small Cap Equity Factor ETF
SMLF
$3.05B
$2.16K ﹤0.01%
+29
FTXN icon
195
First Trust Nasdaq Oil & Gas ETF
FTXN
$102M
$2.04K ﹤0.01%
72
+1
VB icon
196
Vanguard Small-Cap ETF
VB
$72.7B
$2.03K ﹤0.01%
+8
IWR icon
197
iShares Russell Mid-Cap ETF
IWR
$47.5B
$2.03K ﹤0.01%
+21
KRE icon
198
State Street SPDR S&P Regional Banking ETF
KRE
$4.25B
$2.03K ﹤0.01%
32
XOP icon
199
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.03B
$1.98K ﹤0.01%
15
-55
IGF icon
200
iShares Global Infrastructure ETF
IGF
$9.03B
$1.83K ﹤0.01%
30
6 7
8
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