KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.32B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$53.7M
3
+$52.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$48.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$44.9M

Top Sells

1
+$48.2M
2
+$47.8M
3
+$47.6M
4
BKNG icon
Booking.com
BKNG
+$38.2M
5
COF icon
Capital One
COF
+$35.6M

Sector Composition

1 Technology 12.82%
2 Financials 4.93%
3 Consumer Discretionary 4.18%
4 Healthcare 3.86%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
551
Schwab US Large- Cap ETF
SCHX
$72.8B
$1.63M 0.02%
63,723
+6,581
BUFB icon
552
Innovator Laddered Allocation Buffer ETF
BUFB
$306M
$1.63M 0.02%
45,256
+15,927
FXO icon
553
First Trust Financials AlphaDEX Fund
FXO
$1.04B
$1.61M 0.02%
28,620
-2,599
CMDY icon
554
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$563M
$1.6M 0.02%
26,984
-1,555
LMBS icon
555
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.26B
$1.6M 0.02%
32,062
-616
PCMM
556
BondBloxx Private Credit CLO ETF
PCMM
$202M
$1.59M 0.02%
32,277
+4,189
XT icon
557
iShares Future Exponential Technologies ETF
XT
$4.07B
$1.59M 0.02%
23,277
+1,245
BIV icon
558
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$1.58M 0.02%
20,514
+2,869
AFL icon
559
Aflac
AFL
$58.3B
$1.56M 0.02%
14,235
-396
FITB
560
Fifth Third Bancorp
FITB
$46.9B
$1.56M 0.02%
33,488
+12,254
BSV icon
561
Vanguard Short-Term Bond ETF
BSV
$44.4B
$1.55M 0.02%
19,791
-2,966
SPYD icon
562
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
$1.55M 0.02%
33,972
+2,268
IGPT icon
563
Invesco AI and Next Gen Software ETF
IGPT
$1.21B
$1.52M 0.02%
26,119
-311
MNST icon
564
Monster Beverage
MNST
$86.6B
$1.51M 0.02%
20,882
-669
TTE icon
565
TotalEnergies
TTE
$200B
$1.51M 0.02%
16,594
+1,020
MFSI
566
MFS Active International ETF
MFSI
$1.1B
$1.49M 0.02%
50,282
+43,570
EDIV icon
567
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.26B
$1.49M 0.02%
37,773
+307
CALF icon
568
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.55B
$1.48M 0.02%
33,050
-3,534
FTF
569
Franklin Limited Duration Income Trust
FTF
$235M
$1.47M 0.02%
252,998
+127,605
TPR icon
570
Tapestry
TPR
$28.4B
$1.46M 0.02%
10,360
+1,275
STLD icon
571
Steel Dynamics
STLD
$39.9B
$1.46M 0.02%
8,116
+537
MOAT icon
572
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$1.46M 0.02%
15,076
+7,621
CGGO icon
573
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$1.45M 0.02%
43,464
+31,366
WELL icon
574
Welltower
WELL
$141B
$1.44M 0.02%
7,298
+164
CVNA icon
575
Carvana
CVNA
$47.4B
$1.44M 0.02%
22,885
+5
21 22
23
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