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
SPTS icon
176
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
$64.2K 0.04%
+2,195
MO icon
177
Altria Group
MO
$109B
$63.8K 0.04%
+1,064
COWZ icon
178
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
$63.1K 0.04%
+1,153
XLI icon
179
Industrial Select Sector SPDR Fund
XLI
$23.9B
$62.9K 0.04%
+480
GTO icon
180
Invesco Total Return Bond ETF
GTO
$1.94B
$62.5K 0.04%
+1,332
FNV icon
181
Franco-Nevada
FNV
$36.6B
$61.6K 0.04%
+391
SHV icon
182
iShares Short Treasury Bond ETF
SHV
$20.7B
$61.5K 0.04%
557
+392
EMXC icon
183
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
$60.5K 0.04%
+1,098
CRM icon
184
Salesforce
CRM
$243B
$59.6K 0.04%
+222
DIS icon
185
Walt Disney
DIS
$201B
$58.3K 0.04%
+591
CSCO icon
186
Cisco
CSCO
$279B
$57.9K 0.04%
+938
SMH icon
187
VanEck Semiconductor ETF
SMH
$35.7B
$57.1K 0.04%
270
INTC icon
188
Intel
INTC
$182B
$56.6K 0.04%
+2,493
WMT icon
189
Walmart
WMT
$846B
$56.5K 0.04%
+643
FTSM icon
190
First Trust Enhanced Short Maturity ETF
FTSM
$6.19B
$55.8K 0.04%
+932
SPGI icon
191
S&P Global
SPGI
$149B
$55.4K 0.04%
+109
BKNG icon
192
Booking.com
BKNG
$167B
$55.3K 0.04%
+12
CMG icon
193
Chipotle Mexican Grill
CMG
$55.2B
$55.2K 0.04%
+1,100
IBIT icon
194
iShares Bitcoin Trust
IBIT
$84.7B
$53.9K 0.04%
+1,152
TXN icon
195
Texas Instruments
TXN
$154B
$53.9K 0.04%
+300
SGOL icon
196
abrdn Physical Gold Shares ETF
SGOL
$6.64B
$53.5K 0.04%
+1,795
VDE icon
197
Vanguard Energy ETF
VDE
$7.22B
$52.9K 0.04%
+408
SAND
198
DELISTED
Sandstorm Gold
SAND
$52.7K 0.04%
+6,983
SGOV icon
199
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$52.1K 0.04%
+518
RTX icon
200
RTX Corp
RTX
$239B
$51.5K 0.04%
+389