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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
+11.7%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
+$3.83M
Cap. Flow %
1.94%
Top 10 Hldgs %
50.43%
Holding
678
New
52
Increased
71
Reduced
52
Closed
455

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.45M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$2.33M
3
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

Rank Stock Value
1
EAT icon
Brinker International
EAT
+$1.61M
2
KMPR icon
Kemper
KMPR
+$1.55M
3
HES
Hess
HES
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

Rank Sector Weight
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
IGF icon
201
iShares Global Infrastructure ETF
IGF
$10.9B
$1.83K ﹤0.01%
30
– –
XES icon
202
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$374M
$1.81K ﹤0.01%
25
– –
SCHH icon
203
Schwab US REIT ETF
SCHH
$11.5B
$1.64K ﹤0.01%
+76
New +$1.62K
VEGI icon
204
iShares MSCI Agriculture Producers ETF
VEGI
$148M
$1.55K ﹤0.01%
39
– –
FXO icon
205
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$1.49K ﹤0.01%
25
– –
CNXT icon
206
VanEck ChiNext Innovators ETF
CNXT
$105M
$1.46K ﹤0.01%
+33
New +$1.16K
SLQD icon
207
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
$1.37K ﹤0.01%
+27
New +$1.37K
FXN icon
208
First Trust Energy AlphaDEX Fund
FXN
$388M
$1.29K ﹤0.01%
79
– –
FXD icon
209
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$269M
$1.02K ﹤0.01%
15
– –
RAAX icon
210
VanEck Inflation Allocation ETF
RAAX
$1.12B
$1.02K ﹤0.01%
30
– –
IWS icon
211
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$978 ﹤0.01%
+7
New +$957
FNDA icon
212
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$935 ﹤0.01%
+30
New +$911
IWD icon
213
iShares Russell 1000 Value ETF
IWD
$82.2B
$814 ﹤0.01%
4
– –
XLG icon
214
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$805 ﹤0.01%
14
-736
-98% -$40.2K
CWB icon
215
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$724 ﹤0.01%
+8
New +$688
IUSB icon
216
iShares Core Universal USD Bond ETF
IUSB
$42.9B
$607 ﹤0.01%
+13
New +$601
SCHC icon
217
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$319 ﹤0.01%
+7
New +$307
FNDC icon
218
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
$312 ﹤0.01%
+7
New +$304
EBND icon
219
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$235 ﹤0.01%
+11
New +$234
XLC icon
220
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$118 ﹤0.01%
+1
New +$111
FTXL icon
221
First Trust Nasdaq Semiconductor ETF
FTXL
$2.09B
$62 ﹤0.01%
1
-25
-96% -$2.52K
A icon
222
Agilent Technologies
A
$39.1B
– –
-300
Closed -$35.4K
AAL icon
223
American Airlines Group
AAL
$10.1B
– –
-136
Closed -$1.53K
ABM icon
224
ABM Industries
ABM
$2.81B
– –
-1,295
Closed -$61.1K
ACB
225
Aurora Cannabis
ACB
$173M
– –
-75
Closed -$318
7 8
9
10 11

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Kiker Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kiker Wealth Management held 678 positions worth $198M, up 12% from $177M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Kiker Wealth Management's Q3 2025 filing shows 52 new, 71 increased, 52 reduced and 455 closed positions. Its largest new stake was Synovus: 32,057 shares worth $1.57M. The largest sale was Brinker International, an estimated $1.61M.

By sector, the portfolio is most concentrated in Financials at 7.2% of assets, up from 6.9% a quarter earlier, followed by Technology and Energy.

  • Kiker Wealth Management's largest Q3 2025 buy was Synovus: 32,057 shares worth $1.57M.
  • Kiker Wealth Management added most to iShares MSCI Brazil ETF in Q3 2025, an estimated $2.45M increase.
  • Kiker Wealth Management's biggest Q3 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $306K.
  • Kiker Wealth Management fully exited Brinker International in Q3 2025, selling an estimated $1.61M.
  • Kiker Wealth Management's ten largest holdings make up 50% of its $198M portfolio in Q3 2025.
  • Kiker Wealth Management opened 52 new positions and closed 455 in Q3 2025.
  • Kiker Wealth Management's portfolio value rose 12% quarter-over-quarter to $198M.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.