KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$39.4M
3
+$37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.6M
5
ADBE icon
Adobe
ADBE
+$31.2M

Top Sells

1
+$112M
2
+$44M
3
+$33.7M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
SPG icon
Simon Property Group
SPG
+$28.3M

Sector Composition

1 Technology 13.51%
2 Financials 5.03%
3 Consumer Discretionary 4.63%
4 Healthcare 4.2%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BYD icon
326
Boyd Gaming
BYD
$6.32B
$3.26M 0.06%
+41,692
VST icon
327
Vistra
VST
$60.4B
$3.25M 0.06%
16,788
+6,888
AVA icon
328
Avista
AVA
$3.39B
$3.25M 0.06%
+85,681
CIBR icon
329
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$3.23M 0.05%
42,796
+2,722
PAVE icon
330
Global X US Infrastructure Development ETF
PAVE
$9.7B
$3.22M 0.05%
73,922
-625
MTN icon
331
Vail Resorts
MTN
$5.43B
$3.22M 0.05%
+20,461
KMPR icon
332
Kemper
KMPR
$2.16B
$3.19M 0.05%
+49,487
CGIE icon
333
Capital Group International Equity ETF
CGIE
$1.11B
$3.18M 0.05%
96,739
+54,697
SLB icon
334
SLB Ltd
SLB
$53.9B
$3.18M 0.05%
94,097
+72,512
FLOT icon
335
iShares Floating Rate Bond ETF
FLOT
$8.98B
$3.16M 0.05%
61,914
-10,015
FPE icon
336
First Trust Preferred Securities and Income ETF
FPE
$6.25B
$3.15M 0.05%
177,189
+34,537
FEM icon
337
First Trust Emerging Markets AlphaDEX Fund
FEM
$477M
$3.15M 0.05%
128,312
-4,500
NEAR icon
338
iShares Short Maturity Bond ETF
NEAR
$3.58B
$3.12M 0.05%
61,149
+26,587
BX icon
339
Blackstone
BX
$112B
$3.09M 0.05%
20,691
+246
PTEN icon
340
Patterson-UTI
PTEN
$2.26B
$3.09M 0.05%
+521,048
NOW icon
341
ServiceNow
NOW
$180B
$3.06M 0.05%
2,976
+71
EMLP icon
342
First Trust North American Energy Infrastructure Fund
EMLP
$3.37B
$3.05M 0.05%
81,357
+4,443
FMC icon
343
FMC
FMC
$1.73B
$3.05M 0.05%
73,014
-6,125
SKYY icon
344
First Trust Cloud Computing ETF
SKYY
$3.25B
$3.05M 0.05%
25,036
+305
FBTC icon
345
Fidelity Wise Origin Bitcoin Fund
FBTC
$13.4B
$3.04M 0.05%
32,392
+8,246
AMAT icon
346
Applied Materials
AMAT
$184B
$3.04M 0.05%
16,623
+1,809
MWA icon
347
Mueller Water Products
MWA
$3.68B
$3.04M 0.05%
+126,553
VWO icon
348
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$3.04M 0.05%
61,416
+996
VV icon
349
Vanguard Large-Cap ETF
VV
$47.4B
$3.03M 0.05%
10,623
-458
GL icon
350
Globe Life
GL
$10.7B
$3.03M 0.05%
24,355
+3,030
12 13
14
15 16