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
SHEL icon
551
Shell
SHEL
$236B
$1.38M 0.02%
18,754
+2,388
MTUM icon
552
iShares MSCI USA Momentum Factor ETF
MTUM
$20.6B
$1.38M 0.02%
5,501
+1,782
BIV icon
553
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$1.37M 0.02%
17,645
-612
QUAL icon
554
iShares MSCI USA Quality Factor ETF
QUAL
$49B
$1.37M 0.02%
6,917
+968
SPYD icon
555
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.38B
$1.37M 0.02%
31,704
+4,153
MS icon
556
Morgan Stanley
MS
$254B
$1.36M 0.02%
7,659
-480
CORP icon
557
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.49B
$1.36M 0.02%
13,890
+594
BP icon
558
BP
BP
$103B
$1.35M 0.02%
38,900
+442
BOND icon
559
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.51B
$1.34M 0.02%
14,429
-2,537
KMB icon
560
Kimberly-Clark
KMB
$34.2B
$1.34M 0.02%
13,290
+1,519
TTWO icon
561
Take-Two Interactive
TTWO
$38.9B
$1.34M 0.02%
5,223
-146
TCAF icon
562
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.35B
$1.33M 0.02%
34,851
+13,723
VEEV icon
563
Veeva Systems
VEEV
$32.4B
$1.33M 0.02%
5,960
-317
WELL icon
564
Welltower
WELL
$141B
$1.32M 0.02%
7,134
-798
QTUM icon
565
Defiance Quantum ETF
QTUM
$3.51B
$1.32M 0.02%
12,036
+167
PYPL icon
566
PayPal
PYPL
$43.1B
$1.32M 0.02%
22,532
+5,649
SHYG icon
567
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.76B
$1.31M 0.02%
30,609
-309
EFG icon
568
iShares MSCI EAFE Growth ETF
EFG
$9.49B
$1.31M 0.02%
11,461
+287
STLD icon
569
Steel Dynamics
STLD
$26.4B
$1.28M 0.02%
7,579
+761
IOO icon
570
iShares Global 100 ETF
IOO
$7.84B
$1.28M 0.02%
10,071
+114
CLOA icon
571
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.57B
$1.28M 0.02%
24,646
+953
ILCG icon
572
iShares Morningstar Growth ETF
ILCG
$2.83B
$1.27M 0.02%
12,191
-114
CGMM
573
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.61B
$1.27M 0.02%
43,916
-21,711
BUFH
574
FT Vest Laddered Max Buffer ETF
BUFH
$48M
$1.27M 0.02%
60,696
+24,395
XLY icon
575
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$1.26M 0.02%
10,564
-296
21 22
23
24 25