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
FTSL icon
351
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$3.01M 0.05%
65,680
-1,358
EQH icon
352
Equitable Holdings
EQH
$13B
$3.01M 0.05%
+53,700
HDV icon
353
iShares Core High Dividend ETF
HDV
$11.7B
$3.01M 0.05%
25,695
+12,002
FOXA icon
354
Fox Class A
FOXA
$29.6B
$3M 0.05%
53,495
+4,284
WM icon
355
Waste Management
WM
$82.1B
$3M 0.05%
13,089
+793
HUM icon
356
Humana
HUM
$28.9B
$2.99M 0.05%
+12,250
AIG icon
357
American International
AIG
$42.1B
$2.97M 0.05%
34,729
+28,085
VB icon
358
Vanguard Small-Cap ETF
VB
$67.7B
$2.93M 0.05%
12,382
-1,980
RPM icon
359
RPM International
RPM
$13.8B
$2.93M 0.05%
26,660
-22,097
JGRO icon
360
JPMorgan Active Growth ETF
JGRO
$7.65B
$2.91M 0.05%
33,842
+3,472
PFG icon
361
Principal Financial Group
PFG
$18.7B
$2.91M 0.05%
36,643
+32,987
COP icon
362
ConocoPhillips
COP
$110B
$2.91M 0.05%
32,432
+2,649
GD icon
363
General Dynamics
GD
$94.4B
$2.91M 0.05%
9,966
+150
BBWI icon
364
Bath & Body Works
BBWI
$4.62B
$2.91M 0.05%
+96,996
OKE icon
365
Oneok
OKE
$43.4B
$2.9M 0.05%
35,546
-500
PBI icon
366
Pitney Bowes
PBI
$1.5B
$2.89M 0.05%
+265,341
FNF icon
367
Fidelity National Financial
FNF
$15.9B
$2.89M 0.05%
51,590
+41,282
UNM icon
368
Unum
UNM
$12.9B
$2.88M 0.05%
35,704
+30,866
MSTR icon
369
Strategy Inc
MSTR
$64.5B
$2.85M 0.05%
7,051
+380
DE icon
370
Deere & Co
DE
$130B
$2.8M 0.05%
5,504
+139
TNL icon
371
Travel + Leisure Co
TNL
$4.16B
$2.77M 0.05%
+53,741
FEGE
372
First Eagle Global Equity ETF
FEGE
$567M
$2.77M 0.05%
+68,649
HOOD icon
373
Robinhood
HOOD
$120B
$2.77M 0.05%
29,566
-5,056
JHMM icon
374
John Hancock Multifactor Mid Cap ETF
JHMM
$4.45B
$2.76M 0.05%
45,175
+11,836
LIN icon
375
Linde
LIN
$200B
$2.74M 0.05%
5,841
+16
13 14
15
16 17