KWM
Kiker Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
-0.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.91%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$10.9M |
| 2 |
VanEck Merk Gold Trust
OUNZ
|
$9.42M |
| 3 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
$6.21M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$6.14M |
| 5 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
$5.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Consumer Discretionary | 5.12% |
| 3 | Financials | 3.81% |
| 4 | Industrials | 3.54% |
| 5 | Consumer Staples | 2.82% |
