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
XT icon
501
iShares Future Exponential Technologies ETF
XT
$3.71B
$1.6M 0.02%
22,275
+537
BOTZ icon
502
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.14B
$1.59M 0.02%
44,973
-14,726
SPMD icon
503
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$1.59M 0.02%
27,805
-733
BOND icon
504
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.52B
$1.58M 0.02%
16,966
+985
D icon
505
Dominion Energy
D
$51.5B
$1.58M 0.02%
25,776
+378
JOBY icon
506
Joby Aviation
JOBY
$13.9B
$1.56M 0.02%
96,759
+86,446
RISR icon
507
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$186M
$1.56M 0.02%
43,490
+9,290
IEMG icon
508
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$1.55M 0.02%
23,476
+6,328
JTEK icon
509
JPMorgan US Tech Leaders ETF
JTEK
$3.14B
$1.54M 0.02%
16,798
-553
MRVL icon
510
Marvell Technology
MRVL
$86B
$1.54M 0.02%
18,273
-2,494
ITWO
511
ProShares Russell 2000 High Income ETF
ITWO
$88.9M
$1.53M 0.02%
38,676
-2,827
CMI icon
512
Cummins
CMI
$70.5B
$1.52M 0.02%
3,603
-632
PH icon
513
Parker-Hannifin
PH
$110B
$1.52M 0.02%
1,998
+127
DNP icon
514
DNP Select Income Fund
DNP
$3.77B
$1.47M 0.02%
146,645
-3,311
KMB icon
515
Kimberly-Clark
KMB
$35B
$1.46M 0.02%
11,771
-57
GLW icon
516
Corning
GLW
$73.4B
$1.46M 0.02%
17,756
+597
MNST icon
517
Monster Beverage
MNST
$72B
$1.46M 0.02%
21,624
+12
SCHX icon
518
Schwab US Large- Cap ETF
SCHX
$62.9B
$1.44M 0.02%
54,717
+2,314
CALF icon
519
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.76B
$1.44M 0.02%
32,828
-17,438
BIV icon
520
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$1.43M 0.02%
18,257
+1,802
AMP icon
521
Ameriprise Financial
AMP
$44.1B
$1.42M 0.02%
2,899
+4
WELL icon
522
Welltower
WELL
$140B
$1.41M 0.02%
7,932
+629
LGOV icon
523
First Trust Long Duration Opportunities ETF
LGOV
$673M
$1.41M 0.02%
64,921
-3,650
IJK icon
524
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.18B
$1.4M 0.02%
14,588
+621
ZTS icon
525
Zoetis
ZTS
$53.4B
$1.4M 0.02%
9,546
+277
19 20
21
22 23