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KWM

Kiker Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 28.91%
This Fund
S&P 500
This Quarter Est. Return
+1.15%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.2M
Cap. Flow
+$24.6M
Cap. Flow %
16.75%
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
JBL icon
Jabil
JBL
+$1.62M
2
EQNR icon
Equinor
EQNR
+$1.5M
3
TGNA
TEGNA Inc
TGNA
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$1.12M
2
EPC icon
Edgewell Personal Care
EPC
+$1.06M
3
BURL icon
Burlington
BURL
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
Palantir
PLTR
+$547K

Sector Composition

Rank Sector Weight
1 Technology 7.73%
2 Energy 4.5%
3 Financials 3.87%
4 Industrials 3.55%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEM icon
201
Newmont
NEM
$100B
$51.4K 0.04%
+1,064
New +$46.7K
FDS icon
202
Factset
FDS
$9.63B
$50.9K 0.03%
+112
New +$51K
GOOG icon
203
Alphabet (Google) Class C
GOOG
$4.56T
$50.8K 0.03%
+325
New +$59.5K
OXY icon
204
Occidental Petroleum
OXY
$55.1B
$50.1K 0.03%
+1,014
New +$49.5K
WTMF icon
205
WisdomTree Managed Futures Strategy Fund
WTMF
$246M
$49.8K 0.03%
+1,460
New +$50.8K
XLF icon
206
State Street Financial Select Sector SPDR ETF
XLF
$57.9B
$49.8K 0.03%
+1,000
New +$50.2K
IEMG icon
207
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$49.3K 0.03%
+913
New +$49.1K
COST icon
208
Costco
COST
$422B
$49.1K 0.03%
+52
New +$50.7K
GSLC icon
209
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$49K 0.03%
+445
New +$51.5K
AYI icon
210
Acuity Brands
AYI
$10.1B
$47.4K 0.03%
+180
New +$54.4K
FFIN icon
211
First Financial Bankshares
FFIN
$5.09B
$47.1K 0.03%
+1,310
New +$48.1K
VB icon
212
Vanguard Morningstar Small-Cap ETF
VB
$80.6B
$46.8K 0.03%
211
– –
VOO icon
213
Vanguard S&P 500 ETF
VOO
$994B
$46.8K 0.03%
91
+70
+333% +$37.8K
KOS icon
214
Kosmos Energy
KOS
$1.52B
$45.6K 0.03%
+20,000
New +$59K
ZBH icon
215
Zimmer Biomet
ZBH
$18.7B
$45.4K 0.03%
+401
New +$42.9K
SIL icon
216
Global X Silver Miners ETF NEW
SIL
$4.06B
$45.4K 0.03%
+1,150
New +$41.4K
RL icon
217
Ralph Lauren
RL
$22.5B
$43.7K 0.03%
+198
New +$49.1K
RGLD icon
218
Royal Gold
RGLD
$17.1B
$43.3K 0.03%
+265
New +$38.9K
BA icon
219
Boeing
BA
$185B
$42.6K 0.03%
+250
New +$43.3K
HAFN icon
220
Hafnia
HAFN
$3.81B
$41.6K 0.03%
+10,000
New +$49.5K
NAMS icon
221
NewAmsterdam Pharma
NAMS
$3.21B
$40.9K 0.03%
+2,000
New +$44.5K
VCIT icon
222
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$39.8K 0.03%
+487
New +$39.4K
SCHG icon
223
Schwab US Large-Cap Growth ETF
SCHG
$61.3B
$39.6K 0.03%
+1,580
New +$43.3K
GEV icon
224
GE Vernova
GEV
$269B
$38.8K 0.03%
+127
New +$44.3K
AMZN icon
225
CALL
Amazon
AMZN
$3.06T
$38.1K 0.03%
+200
New +$43.4K
7 8
9
10 11

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Kiker Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Kiker Wealth Management held 735 positions worth $147M, up 19% from $123M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Kiker Wealth Management deployed $24.6M of net new capital in Q1 2025, opening 556 new positions and adding to 44 existing holdings. Its largest new stake was Jabil: 10,520 shares worth $1.43M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 6.7% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Edgewell Personal Care, an estimated $1.06M trimmed.

  • Kiker Wealth Management's largest Q1 2025 buy was Jabil: 10,520 shares worth $1.43M.
  • Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $1.16M increase.
  • Kiker Wealth Management's biggest Q1 2025 reduction was Edgewell Personal Care, cutting an estimated $1.06M.
  • Kiker Wealth Management fully exited Comfort Systems in Q1 2025, selling an estimated $1.12M.
  • Kiker Wealth Management's ten largest holdings make up 41% of its $147M portfolio in Q1 2025.
  • Kiker Wealth Management opened 556 new positions and closed 18 in Q1 2025.
  • Kiker Wealth Management's portfolio value rose 19% quarter-over-quarter to $147M.

Based on Kiker Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.