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
IDV icon
451
iShares International Select Dividend ETF
IDV
$7.8B
$2.3M 0.03%
58,321
-161,231
VBK icon
452
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$2.27M 0.03%
7,518
+243
BUFD icon
453
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.7B
$2.26M 0.03%
80,138
-4,614
ADBE icon
454
Adobe
ADBE
$116B
$2.25M 0.03%
6,436
-18,983
F icon
455
Ford
F
$49.2B
$2.24M 0.03%
170,725
+16,632
FENI icon
456
Fidelity Enhanced International ETF
FENI
$7.84B
$2.23M 0.03%
61,033
+3,047
IWB icon
457
iShares Russell 1000 ETF
IWB
$45.9B
$2.23M 0.03%
5,966
+544
SPSM icon
458
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.4B
$2.22M 0.03%
47,457
+1,217
LHX icon
459
L3Harris
LHX
$67.3B
$2.22M 0.03%
7,575
+243
DIA icon
460
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.2B
$2.21M 0.03%
4,609
+643
HTRB icon
461
Hartford Total Return Bond ETF
HTRB
$2.29B
$2.21M 0.03%
64,757
-33,145
C icon
462
Citigroup
C
$191B
$2.2M 0.03%
18,889
+1,357
TDIV icon
463
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.71B
$2.19M 0.03%
22,598
-54
TSCO icon
464
Tractor Supply
TSCO
$26.6B
$2.16M 0.03%
43,109
+106
FTGS icon
465
First Trust Growth Strength ETF
FTGS
$1.27B
$2.14M 0.03%
60,596
+8,844
BK icon
466
Bank of New York Mellon
BK
$80.3B
$2.1M 0.03%
18,075
-336
UBER icon
467
Uber
UBER
$155B
$2.09M 0.03%
25,636
-2,415
JAVA icon
468
JPMorgan Active Value ETF
JAVA
$5.87B
$2.08M 0.03%
28,984
+1,160
RWL icon
469
Invesco S&P 500 Revenue ETF
RWL
$8.07B
$2.06M 0.03%
17,981
-3,838
ACM icon
470
Aecom
ACM
$12.1B
$2.06M 0.03%
+21,582
SCHF icon
471
Schwab International Equity ETF
SCHF
$58.8B
$2.05M 0.03%
85,151
-241,689
PH icon
472
Parker-Hannifin
PH
$122B
$2.03M 0.03%
2,306
+308
GILD icon
473
Gilead Sciences
GILD
$180B
$2.02M 0.03%
16,463
-50
CMI icon
474
Cummins
CMI
$76.8B
$2.01M 0.03%
3,932
+329
IJJ icon
475
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.29B
$2.01M 0.03%
15,249
-48
17 18
19
20 21