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
TMO icon
351
Thermo Fisher Scientific
TMO
$195B
$3.51M 0.05%
6,057
-877
SDVY icon
352
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.5B
$3.49M 0.05%
90,996
+4,920
JPSE icon
353
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$545M
$3.49M 0.05%
69,603
-13,752
RPM icon
354
RPM International
RPM
$13.4B
$3.48M 0.05%
33,428
+6,775
EMLP icon
355
First Trust North American Energy Infrastructure Fund
EMLP
$3.93B
$3.47M 0.05%
91,755
+6,441
MSI icon
356
Motorola Solutions
MSI
$77.4B
$3.46M 0.05%
9,025
-74
HDV
357
iShares Core High Dividend ETF
HDV
$13.4B
$3.46M 0.05%
28,447
+1,218
FTSL icon
358
First Trust Senior Loan Fund ETF
FTSL
$2.23B
$3.44M 0.05%
75,023
-11
HOOD icon
359
Robinhood
HOOD
$72.5B
$3.44M 0.05%
30,395
-27
PSMT icon
360
Pricesmart
PSMT
$4.52B
$3.43M 0.05%
+27,940
EW icon
361
Edwards Lifesciences
EW
$48.7B
$3.43M 0.05%
40,204
-2,421
PII icon
362
Polaris
PII
$3.09B
$3.42M 0.05%
+54,091
FLOT icon
363
iShares Floating Rate Bond ETF
FLOT
$9.21B
$3.42M 0.05%
67,255
+454
CGNG
364
Capital Group New Geography Equity ETF
CGNG
$1.64B
$3.37M 0.05%
105,444
+38,990
JXN icon
365
Jackson Financial
JXN
$7.88B
$3.34M 0.05%
31,344
-1,974
BND icon
366
Vanguard Total Bond Market
BND
$150B
$3.3M 0.05%
44,488
+4,038
SPIB icon
367
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$3.28M 0.05%
97,130
+47,899
BUFZ icon
368
FT Vest Laddered Moderate Buffer ETF
BUFZ
$840M
$3.28M 0.05%
123,507
+27,523
RJF icon
369
Raymond James Financial
RJF
$30.8B
$3.27M 0.05%
20,374
+17,407
DE icon
370
Deere & Co
DE
$160B
$3.27M 0.05%
7,014
+1,365
HEFA icon
371
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.96B
$3.26M 0.05%
78,762
+3,816
KLIC icon
372
Kulicke & Soffa
KLIC
$3.32B
$3.24M 0.05%
+71,221
ET icon
373
Energy Transfer Partners
ET
$64.2B
$3.22M 0.05%
195,499
-16,851
WM icon
374
Waste Management
WM
$99.3B
$3.21M 0.05%
14,630
+1,230
XMHQ icon
375
Invesco S&P MidCap Quality ETF
XMHQ
$5.22B
$3.19M 0.05%
31,136
-665
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15
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