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
$5.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$39.4M
3
+$37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.6M
5
ADBE icon
Adobe
ADBE
+$31.2M

Top Sells

1
+$112M
2
+$44M
3
+$33.7M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
SPG icon
Simon Property Group
SPG
+$28.3M

Sector Composition

1 Technology 13.51%
2 Financials 5.03%
3 Consumer Discretionary 4.63%
4 Healthcare 4.2%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
526
Colgate-Palmolive
CL
$64B
$1.27M 0.02%
13,981
+363
IJK icon
527
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.17B
$1.27M 0.02%
13,967
-1,499
HEGD icon
528
Swan Hedged Equity US Large Cap ETF
HEGD
$605M
$1.26M 0.02%
53,744
-515
FIIG icon
529
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$634M
$1.26M 0.02%
60,172
-5,051
QTEC icon
530
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.9B
$1.26M 0.02%
5,923
CARR icon
531
Carrier Global
CARR
$44.8B
$1.25M 0.02%
17,110
+165
RISR icon
532
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$184M
$1.25M 0.02%
34,200
-18,405
KRMA icon
533
Global X Conscious Companies ETF
KRMA
$115M
$1.25M 0.02%
30,845
-630
BUFZ icon
534
FT Vest Laddered Moderate Buffer ETF
BUFZ
$769M
$1.24M 0.02%
49,905
-1,014
BP icon
535
BP
BP
$88.5B
$1.24M 0.02%
41,537
-198
DFAC icon
536
Dimensional US Core Equity 2 ETF
DFAC
$40.3B
$1.24M 0.02%
34,660
+22
EFG icon
537
iShares MSCI EAFE Growth ETF
EFG
$9.41B
$1.24M 0.02%
11,040
-546
MDY icon
538
SPDR S&P MidCap 400 ETF Trust
MDY
$24.4B
$1.22M 0.02%
2,148
-173
PJUL icon
539
Innovator US Equity Power Buffer ETF July
PJUL
$1.08B
$1.22M 0.02%
27,739
-2,167
ILCG icon
540
iShares Morningstar Growth ETF
ILCG
$2.96B
$1.22M 0.02%
12,545
+463
INTU icon
541
Intuit
INTU
$185B
$1.21M 0.02%
1,537
+22
ETY icon
542
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.43B
$1.19M 0.02%
77,215
+18,216
FDS icon
543
Factset
FDS
$10.9B
$1.19M 0.02%
2,659
-46
AVUV icon
544
Avantis US Small Cap Value ETF
AVUV
$20B
$1.18M 0.02%
12,989
+7,250
ZS icon
545
Zscaler
ZS
$36.2B
$1.17M 0.02%
3,740
+731
LHX icon
546
L3Harris
LHX
$55.1B
$1.15M 0.02%
4,589
+1,005
VCSH icon
547
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$1.15M 0.02%
14,460
-634
USHY icon
548
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.7B
$1.15M 0.02%
30,629
+6,342
CMDY icon
549
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$283M
$1.15M 0.02%
22,728
-2,967
MS icon
550
Morgan Stanley
MS
$284B
$1.14M 0.02%
8,064
+260
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