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
SBUX icon
476
Starbucks
SBUX
$111B
$1.99M 0.03%
23,679
-2,965
RPG icon
477
Invesco S&P 500 Pure Growth ETF
RPG
$1.61B
$1.98M 0.03%
42,458
-166
CSX icon
478
CSX Corp
CSX
$79.6B
$1.95M 0.03%
53,713
+598
GLDM icon
479
SPDR Gold MiniShares Trust
GLDM
$32.9B
$1.93M 0.03%
22,622
-6,912
CVNA icon
480
Carvana
CVNA
$47.3B
$1.93M 0.03%
4,576
-39
MU icon
481
Micron Technology
MU
$447B
$1.93M 0.03%
6,745
+241
CME icon
482
CME Group
CME
$114B
$1.91M 0.03%
6,983
+173
SCZ icon
483
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.8B
$1.91M 0.03%
24,592
-70,520
FXO icon
484
First Trust Financials AlphaDEX Fund
FXO
$1.98B
$1.88M 0.03%
31,219
-94
VBR icon
485
Vanguard Small-Cap Value ETF
VBR
$33.6B
$1.88M 0.03%
8,860
+431
MDT icon
486
Medtronic
MDT
$123B
$1.87M 0.03%
19,467
+2,506
ASML icon
487
ASML
ASML
$527B
$1.87M 0.03%
1,746
-59
SRLN icon
488
State Street Blackstone Senior Loan ETF
SRLN
$5.56B
$1.87M 0.03%
45,218
+238
YUM icon
489
Yum! Brands
YUM
$43.9B
$1.86M 0.03%
12,320
+1,295
ICE icon
490
Intercontinental Exchange
ICE
$93.1B
$1.85M 0.03%
11,401
+291
FTHI icon
491
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2B
$1.85M 0.03%
78,149
+30,540
ARCC icon
492
Ares Capital
ARCC
$13.6B
$1.83M 0.03%
90,692
+2,598
DIVB icon
493
iShares Core Dividend ETF
DIVB
$1.29B
$1.83M 0.03%
34,486
+955
CEG icon
494
Constellation Energy
CEG
$120B
$1.83M 0.03%
5,184
-59
ULTA icon
495
Ulta Beauty
ULTA
$29B
$1.8M 0.03%
2,974
-296
BSV icon
496
Vanguard Short-Term Bond ETF
BSV
$43.3B
$1.79M 0.03%
22,757
-4,582
VLO icon
497
Valero Energy
VLO
$68.8B
$1.79M 0.03%
10,991
+250
DG icon
498
Dollar General
DG
$33.4B
$1.78M 0.03%
13,439
-114,016
IQQQ icon
499
ProShares Nasdaq-100 High Income ETF
IQQQ
$360M
$1.78M 0.03%
40,094
-4,775
EMO
500
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.04B
$1.76M 0.03%
39,463
+57
18 19
20
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