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
$177M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$4.65M
3
+$3.65M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.27M
5
DLX icon
Deluxe
DLX
+$1.71M

Top Sells

1
+$5.95M
2
+$3.69M
3
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$2.11M
5
VRT icon
Vertiv
VRT
+$1.94M

Sector Composition

1 Financials 6.92%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COWZ icon
176
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$59.3K 0.03%
1,077
-76
XLI icon
177
Industrial Select Sector SPDR Fund
XLI
$23.9B
$59.3K 0.03%
402
-78
NEM icon
178
Newmont
NEM
$86.6B
$58.2K 0.03%
999
-65
XLP icon
179
Consumers Staples Select Sector SPDR Fund
XLP
$15.4B
$58.1K 0.03%
717
-77
GOOG icon
180
Alphabet (Google) Class C
GOOG
$3.25T
$57.7K 0.03%
325
PAAS icon
181
Pan American Silver
PAAS
$14.9B
$57.2K 0.03%
2,014
+600
SGOL icon
182
abrdn Physical Gold Shares ETF
SGOL
$6.41B
$56.6K 0.03%
1,795
SPLG icon
183
SPDR Portfolio S&P 500 ETF
SPLG
$91.3B
$56.2K 0.03%
773
-971
GSLC icon
184
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$54K 0.03%
445
GEV icon
185
GE Vernova
GEV
$155B
$54K 0.03%
102
-25
AYI icon
186
Acuity Brands
AYI
$11.1B
$53.7K 0.03%
180
INTC icon
187
Intel
INTC
$198B
$53.2K 0.03%
2,376
-117
FNDX icon
188
Schwab Fundamental US Large Company Index ETF
FNDX
$21.2B
$53K 0.03%
2,160
+1,839
BA icon
189
Boeing
BA
$169B
$52.4K 0.03%
250
SGOV icon
190
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$52.2K 0.03%
518
VOO icon
191
Vanguard S&P 500 ETF
VOO
$783B
$51.7K 0.03%
91
HOOD icon
192
Robinhood
HOOD
$130B
$51.4K 0.03%
549
+75
CRM icon
193
Salesforce
CRM
$242B
$50.7K 0.03%
186
-36
FDS icon
194
Factset
FDS
$10.8B
$50.1K 0.03%
112
HAFN icon
195
Hafnia
HAFN
$3.16B
$49.9K 0.03%
10,000
IAUM icon
196
iShares Gold Trust Micro
IAUM
$4.63B
$49.5K 0.03%
1,500
-800
XLF icon
197
Financial Select Sector SPDR Fund
XLF
$54.5B
$49.1K 0.03%
938
-62
AVGO icon
198
Broadcom
AVGO
$1.76T
$49.1K 0.03%
178
-9
PECO icon
199
Phillips Edison & Co
PECO
$4.31B
$49K 0.03%
1,400
-700
O icon
200
Realty Income
O
$54.1B
$48.6K 0.03%
844
-805
6 7
8
9 10