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
NEM icon
201
Newmont
NEM
$91.6B
$51.4K 0.04%
+1,064
FDS icon
202
Factset
FDS
$10.8B
$50.9K 0.03%
+112
GOOG icon
203
Alphabet (Google) Class C
GOOG
$3.15T
$50.8K 0.03%
+325
OXY icon
204
Occidental Petroleum
OXY
$41.9B
$50.1K 0.03%
+1,014
WTMF icon
205
WisdomTree Managed Futures Strategy Fund
WTMF
$177M
$49.8K 0.03%
+1,460
XLF icon
206
Financial Select Sector SPDR Fund
XLF
$54.6B
$49.8K 0.03%
+1,000
IEMG icon
207
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$49.3K 0.03%
+913
COST icon
208
Costco
COST
$413B
$49.1K 0.03%
+52
GSLC icon
209
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$49K 0.03%
+445
AYI icon
210
Acuity Brands
AYI
$11.3B
$47.4K 0.03%
+180
FFIN icon
211
First Financial Bankshares
FFIN
$4.42B
$47.1K 0.03%
+1,310
VB icon
212
Vanguard Small-Cap ETF
VB
$68.4B
$46.8K 0.03%
211
VOO icon
213
Vanguard S&P 500 ETF
VOO
$771B
$46.8K 0.03%
91
+70
KOS icon
214
Kosmos Energy
KOS
$799M
$45.6K 0.03%
+20,000
ZBH icon
215
Zimmer Biomet
ZBH
$20.4B
$45.4K 0.03%
+401
SIL icon
216
Global X Silver Miners ETF NEW
SIL
$3.33B
$45.4K 0.03%
+1,150
RL icon
217
Ralph Lauren
RL
$20.3B
$43.7K 0.03%
+198
RGLD icon
218
Royal Gold
RGLD
$12B
$43.3K 0.03%
+265
BA icon
219
Boeing
BA
$167B
$42.6K 0.03%
+250
HAFN icon
220
Hafnia
HAFN
$3.08B
$41.6K 0.03%
+10,000
NAMS icon
221
NewAmsterdam Pharma
NAMS
$4.02B
$40.9K 0.03%
+2,000
VCIT icon
222
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$39.8K 0.03%
+487
SCHG icon
223
Schwab US Large-Cap Growth ETF
SCHG
$53B
$39.6K 0.03%
+1,580
GEV icon
224
GE Vernova
GEV
$159B
$38.8K 0.03%
+127
XLK icon
225
Technology Select Sector SPDR Fund
XLK
$96.5B
$37.4K 0.03%
+181