KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$38M
3
+$36.5M
4
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
+$36.4M
5
DHR icon
Danaher
DHR
+$34.4M

Top Sells

1
+$47.9M
2
+$31.3M
3
+$30.8M
4
EMR icon
Emerson Electric
EMR
+$29.2M
5
AMT icon
American Tower
AMT
+$26.9M

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 5.58%
3 Financials 5.17%
4 Healthcare 4.8%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FXO icon
426
First Trust Financials AlphaDEX Fund
FXO
$2.13B
$1.66M 0.03%
31,312
+2,321
KMI icon
427
Kinder Morgan
KMI
$60.8B
$1.66M 0.03%
58,158
-700
HDV icon
428
iShares Core High Dividend ETF
HDV
$11.7B
$1.66M 0.03%
13,693
-1,454
BOTZ icon
429
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.04B
$1.66M 0.03%
58,270
+2,584
PRI icon
430
Primerica
PRI
$8.55B
$1.65M 0.03%
5,810
-38
BOND icon
431
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
$1.64M 0.03%
17,781
+5,017
HSY icon
432
Hershey
HSY
$38.1B
$1.64M 0.03%
9,605
-50,802
GRID icon
433
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.85B
$1.64M 0.03%
14,462
+494
SPHY icon
434
SPDR Portfolio High Yield Bond ETF
SPHY
$9.23B
$1.63M 0.03%
69,598
+11,907
HIMU
435
iShares High Yield Muni Active ETF
HIMU
$2.17B
$1.61M 0.03%
+32,555
OEF icon
436
iShares S&P 100 ETF
OEF
$26.9B
$1.58M 0.03%
5,843
-343
SHYG icon
437
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.32B
$1.58M 0.03%
37,217
+397
DIA icon
438
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
$1.57M 0.03%
3,735
+167
SHEL icon
439
Shell
SHEL
$209B
$1.56M 0.03%
21,327
+5,002
SPEM icon
440
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$1.55M 0.03%
39,434
-666
CB icon
441
Chubb
CB
$107B
$1.55M 0.03%
5,130
-1,011
MDT icon
442
Medtronic
MDT
$123B
$1.55M 0.03%
17,232
-1,494
XMMO icon
443
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
$1.54M 0.03%
13,560
+5,771
ZTS icon
444
Zoetis
ZTS
$63.8B
$1.52M 0.03%
9,204
-782
CSX icon
445
CSX Corp
CSX
$68.2B
$1.51M 0.03%
51,371
-3,796
VBR icon
446
Vanguard Small-Cap Value ETF
VBR
$31B
$1.5M 0.03%
8,063
-581
AUR icon
447
Aurora
AUR
$9.45B
$1.5M 0.03%
223,081
+86,673
BIV icon
448
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$1.5M 0.03%
19,552
-1,299
LGOV icon
449
First Trust Long Duration Opportunities ETF
LGOV
$670M
$1.49M 0.03%
69,233
-9,516
BSV icon
450
Vanguard Short-Term Bond ETF
BSV
$39B
$1.48M 0.03%
18,907
+5,627
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