KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.94B
AUM Growth
+$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$47.4M
3
+$46.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$17M

Top Sells

1
+$53.1M
2
+$41.2M
3
+$30.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.6M
5
DG icon
Dollar General
DG
+$12.7M

Sector Composition

1 Technology 12.21%
2 Financials 5.66%
3 Consumer Discretionary 5.19%
4 Industrials 3.9%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
226
Bank of America
BAC
$363B
$6.51M 0.09%
118,274
-223
SPMO icon
227
Invesco S&P 500 Momentum ETF
SPMO
$13.5B
$6.47M 0.09%
54,189
+17,412
CHAT icon
228
Roundhill Generative AI & Technology ETF
CHAT
$1.04B
$6.44M 0.09%
+109,181
URNJ icon
229
Sprott Junior Uranium Miners ETF
URNJ
$483M
$6.4M 0.09%
+254,131
VOT icon
230
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$6.39M 0.09%
22,878
+9,863
VBIL
231
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$5.05B
$6.34M 0.09%
84,005
+54,136
ETN icon
232
Eaton
ETN
$138B
$6.3M 0.09%
19,774
-50
ECON icon
233
Columbia Emerging Markets Consumer ETF
ECON
$300M
$6.29M 0.09%
+230,310
FTLS icon
234
First Trust Long/Short Equity ETF
FTLS
$2.17B
$6.28M 0.09%
88,522
+11,629
CGBL icon
235
Capital Group Core Balanced ETF
CGBL
$5.37B
$6.25M 0.09%
177,002
+25,734
ENB icon
236
Enbridge
ENB
$118B
$6.23M 0.09%
130,331
+11,737
UNP icon
237
Union Pacific
UNP
$158B
$6.19M 0.09%
26,763
+819
IPAC icon
238
iShares Core MSCI Pacific ETF
IPAC
$2.45B
$6.19M 0.09%
84,537
+4,721
BKLN icon
239
Invesco Senior Loan ETF
BKLN
$6.4B
$6.18M 0.09%
294,435
+64,637
MDLZ icon
240
Mondelez International
MDLZ
$75.2B
$6.17M 0.09%
114,701
-888
ITW icon
241
Illinois Tool Works
ITW
$82.4B
$6.13M 0.09%
24,902
+4,493
FPX icon
242
First Trust US Equity Opportunities ETF
FPX
$1.23B
$6.13M 0.09%
+37,449
CSCO icon
243
Cisco
CSCO
$319B
$6.1M 0.09%
79,138
+878
SPGI icon
244
S&P Global
SPGI
$133B
$6.05M 0.09%
11,582
-21
O icon
245
Realty Income
O
$61.5B
$6.01M 0.09%
106,570
-1,906
IEFA icon
246
iShares Core MSCI EAFE ETF
IEFA
$176B
$6.01M 0.09%
67,151
+6,441
MSOS icon
247
AdvisorShares Pure US Cannabis ETF
MSOS
$778M
$5.98M 0.09%
+1,266,008
ARKG icon
248
ARK Genomic Revolution ETF
ARKG
$1.22B
$5.98M 0.09%
+206,252
VYMI icon
249
Vanguard International High Dividend Yield ETF
VYMI
$17.3B
$5.94M 0.09%
66,011
-55,974
NLR icon
250
VanEck Uranium + Nuclear Energy ETF
NLR
$4.86B
$5.87M 0.08%
47,226
+44,969
8 9
10
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