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
ANGL icon
176
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$5.62K ﹤0.01%
189
+117
SCHM icon
177
Schwab US Mid-Cap ETF
SCHM
$13.5B
$5.45K ﹤0.01%
+184
HYG icon
178
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$4.55K ﹤0.01%
+56
TLH icon
179
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$4.53K ﹤0.01%
44
SCHD icon
180
Schwab US Dividend Equity ETF
SCHD
$69.9B
$4.5K ﹤0.01%
+165
ICSH icon
181
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.4B
$4.47K ﹤0.01%
+88
JNK icon
182
SPDR Bloomberg High Yield Bond ETF
JNK
$8.19B
$4.31K ﹤0.01%
+44
XLE icon
183
Energy Select Sector SPDR Fund
XLE
$26.4B
$4.29K ﹤0.01%
48
IGIB icon
184
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.5B
$3.68K ﹤0.01%
+68
AGG icon
185
iShares Core US Aggregate Bond ETF
AGG
$132B
$3.51K ﹤0.01%
+35
EEM icon
186
iShares MSCI Emerging Markets ETF
EEM
$21.3B
$3.31K ﹤0.01%
62
-60
EFG icon
187
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$2.85K ﹤0.01%
+25
IQLT icon
188
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$2.74K ﹤0.01%
+62
SPIB icon
189
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$2.64K ﹤0.01%
+78
USIG icon
190
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$2.4K ﹤0.01%
+46
SCHP icon
191
Schwab US TIPS ETF
SCHP
$14.4B
$2.4K ﹤0.01%
89
VUG icon
192
Vanguard Growth ETF
VUG
$205B
$2.4K ﹤0.01%
+5
XTL icon
193
SPDR S&P Telecom ETF
XTL
$172M
$2.38K ﹤0.01%
17
SMLF icon
194
iShares US Small Cap Equity Factor ETF
SMLF
$2.37B
$2.16K ﹤0.01%
+29
FTXN icon
195
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$2.04K ﹤0.01%
72
+1
VB icon
196
Vanguard Small-Cap ETF
VB
$67.6B
$2.03K ﹤0.01%
+8
IWR icon
197
iShares Russell Mid-Cap ETF
IWR
$44.6B
$2.03K ﹤0.01%
+21
KRE icon
198
SPDR S&P Regional Banking ETF
KRE
$3.88B
$2.03K ﹤0.01%
32
XOP icon
199
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.8B
$1.98K ﹤0.01%
15
-55
IGF icon
200
iShares Global Infrastructure ETF
IGF
$8.28B
$1.83K ﹤0.01%
30
6 7
8
9 10