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
$6.55B
AUM Growth
+$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.1M
3
+$45.4M
4
BKNG icon
Booking.com
BKNG
+$41M
5
MSFT icon
Microsoft
MSFT
+$40.6M

Top Sells

1
+$47.4M
2
+$45.9M
3
+$40.3M
4
WMT icon
Walmart
WMT
+$39.8M
5
DHR icon
Danaher
DHR
+$31.4M

Sector Composition

1 Technology 14.18%
2 Consumer Discretionary 4.76%
3 Financials 4.62%
4 Industrials 3.88%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTF icon
401
iShares International Equity Factor ETF
INTF
$2.81B
$2.68M 0.04%
74,592
+4,065
DHT icon
402
DHT Holdings
DHT
$2.08B
$2.66M 0.04%
+222,318
FWD icon
403
AB Disruptors ETF
FWD
$1.3B
$2.65M 0.04%
26,192
+21,037
JPEF icon
404
JPMorgan Equity Focus ETF
JPEF
$1.62B
$2.63M 0.04%
35,559
-21,484
JPEM icon
405
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$371M
$2.63M 0.04%
44,651
+8,861
KNG icon
406
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.53B
$2.63M 0.04%
53,413
-36,836
DE icon
407
Deere & Co
DE
$130B
$2.58M 0.04%
5,649
+145
GRID icon
408
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.88B
$2.55M 0.04%
16,873
+1,437
MCK icon
409
McKesson
MCK
$99.4B
$2.53M 0.04%
3,278
+116
EIPI
410
FT Energy Income Partners Enhanced Income ETF
EIPI
$959M
$2.53M 0.04%
127,719
+1,680
MTN icon
411
Vail Resorts
MTN
$5.07B
$2.53M 0.04%
16,885
-3,576
USB icon
412
US Bancorp
USB
$79.2B
$2.51M 0.04%
51,942
-7,948
JHMM icon
413
John Hancock Multifactor Mid Cap ETF
JHMM
$4.55B
$2.51M 0.04%
38,758
-6,417
PB icon
414
Prosperity Bancshares
PB
$6.65B
$2.5M 0.04%
37,735
KMPR icon
415
Kemper
KMPR
$2.3B
$2.49M 0.04%
48,378
-1,109
BUFZ icon
416
FT Vest Laddered Moderate Buffer ETF
BUFZ
$729M
$2.49M 0.04%
95,984
+46,079
VST icon
417
Vistra
VST
$58.2B
$2.46M 0.04%
12,538
-4,250
TSCO icon
418
Tractor Supply
TSCO
$28.6B
$2.45M 0.04%
43,003
+633
PGHY icon
419
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$184M
$2.44M 0.04%
121,960
+3,109
IUSG icon
420
iShares Core S&P US Growth ETF
IUSG
$26.2B
$2.43M 0.04%
14,773
+1,602
INTC icon
421
Intel
INTC
$209B
$2.43M 0.04%
72,333
+13,561
COF icon
422
Capital One
COF
$144B
$2.42M 0.04%
11,381
-296
IMCG icon
423
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.12B
$2.42M 0.04%
29,194
+58
RWL icon
424
Invesco S&P 500 Revenue ETF
RWL
$7.13B
$2.41M 0.04%
21,819
-29,144
SCHR icon
425
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$2.41M 0.04%
95,720
+2,264
15 16
17
18 19