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
GLW icon
526
Corning
GLW
$110B
$1.58M 0.02%
17,994
+238
PRU icon
527
Prudential Financial
PRU
$33.6B
$1.57M 0.02%
13,943
+7,746
IGPT icon
528
Invesco AI and Next Gen Software ETF
IGPT
$683M
$1.57M 0.02%
26,430
+2,206
AVUV icon
529
Avantis US Small Cap Value ETF
AVUV
$22.5B
$1.55M 0.02%
15,225
+1,804
MRVL icon
530
Marvell Technology
MRVL
$79.6B
$1.55M 0.02%
18,229
-44
SCHX icon
531
Schwab US Large- Cap ETF
SCHX
$63.1B
$1.54M 0.02%
57,142
+2,425
XT icon
532
iShares Future Exponential Technologies ETF
XT
$3.51B
$1.54M 0.02%
22,032
-243
GLTR icon
533
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.27B
$1.51M 0.02%
7,321
+4,592
MDY icon
534
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.4B
$1.49M 0.02%
2,472
+336
SPEM icon
535
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$1.48M 0.02%
31,691
-8,491
PRI icon
536
Primerica
PRI
$8.28B
$1.47M 0.02%
5,707
-79
EDIV icon
537
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.15B
$1.47M 0.02%
37,466
+2,590
ISPY icon
538
ProShares S&P 500 High Income ETF
ISPY
$1.2B
$1.45M 0.02%
31,757
-43,171
VSS icon
539
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.7B
$1.45M 0.02%
10,092
-2,937
JTEK icon
540
JPMorgan US Tech Leaders ETF
JTEK
$3.19B
$1.44M 0.02%
16,008
-790
IJK icon
541
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.5B
$1.44M 0.02%
14,857
+269
CLIP icon
542
Global X 1-3 Month T-Bill ETF
CLIP
$2.16B
$1.44M 0.02%
14,348
-2,317
BOTZ icon
543
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.28B
$1.43M 0.02%
39,527
-5,446
RISR icon
544
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$198M
$1.42M 0.02%
39,444
-4,046
JMHI icon
545
JPMorgan High Yield Municipal ETF
JMHI
$254M
$1.41M 0.02%
28,150
+6,950
PCMM
546
BondBloxx Private Credit CLO ETF
PCMM
$203M
$1.41M 0.02%
28,088
+14,024
QTEC icon
547
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.87B
$1.4M 0.02%
6,078
+33
CMDY icon
548
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$413M
$1.39M 0.02%
28,539
+2,027
KRMA icon
549
Global X Conscious Companies ETF
KRMA
$109M
$1.39M 0.02%
31,956
-126
DFAC icon
550
Dimensional US Core Equity 2 ETF
DFAC
$41.1B
$1.38M 0.02%
34,829
+77
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