Portfolio (Quarterly)
Guide ↗
Kiker Wealth Management, LLC
· CIK 0002042502| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | RAAX | VANECK ETF TRUST | — | 29.0 | $1K | 0.00% | NEW | — | $40.72 | +0.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
55.2%
Energy
12.7%
Basic Materials
8.1%
Technology
4.8%
Utilities
3.7%
Consumer Cyclical
3.5%
Industrials
3.5%
Communication Services
3.0%
Healthcare
2.8%
Consumer Defensive
2.3%