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
PYPL icon
576
PayPal
PYPL
$57.4B
$1.13M 0.02%
16,883
-1,690
IGRO icon
577
iShares International Dividend Growth ETF
IGRO
$1.12B
$1.13M 0.02%
14,196
+1,005
FTHI icon
578
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.79B
$1.13M 0.02%
+47,609
VCSH icon
579
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$1.12M 0.02%
14,055
-405
HIMU
580
iShares High Yield Muni Active ETF
HIMU
$2.33B
$1.12M 0.02%
22,805
-3,540
IDCC icon
581
InterDigital
IDCC
$9.09B
$1.11M 0.02%
3,202
-11,423
DDOG icon
582
Datadog
DDOG
$53.5B
$1.1M 0.02%
7,749
+136
INTU icon
583
Intuit
INTU
$182B
$1.1M 0.02%
1,610
+73
MU icon
584
Micron Technology
MU
$257B
$1.09M 0.02%
6,504
+540
AIQ icon
585
Global X Artificial Intelligence & Technology ETF
AIQ
$7.1B
$1.09M 0.02%
21,992
+1,757
ZFEB
586
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$115M
$1.09M 0.02%
43,500
+1,015
MAR icon
587
Marriott International
MAR
$79.6B
$1.08M 0.02%
4,159
+54
KBH icon
588
KB Home
KBH
$4.18B
$1.08M 0.02%
16,979
+4
TLH icon
589
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$1.07M 0.02%
10,433
+2,655
CL icon
590
Colgate-Palmolive
CL
$62.8B
$1.07M 0.02%
13,435
-546
JMHI icon
591
JPMorgan High Yield Municipal ETF
JMHI
$234M
$1.07M 0.02%
21,200
-906
PPL icon
592
PPL Corp
PPL
$25.5B
$1.06M 0.02%
28,584
+1,374
PJUL icon
593
Innovator US Equity Power Buffer ETF July
PJUL
$1.13B
$1.05M 0.02%
23,120
-4,619
THRO
594
iShares U.S. Thematic Rotation Active ETF
THRO
$6.92B
$1.05M 0.02%
+27,825
BLOK icon
595
Amplify Blockchain Technology ETF
BLOK
$1.21B
$1.05M 0.02%
15,673
+11,072
ITA icon
596
iShares US Aerospace & Defense ETF
ITA
$12B
$1.05M 0.02%
5,008
+277
CBTY
597
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$9.26M
$1.05M 0.02%
+40,496
JMUB icon
598
JPMorgan Municipal ETF
JMUB
$6.24B
$1.04M 0.02%
20,633
-402
EXC icon
599
Exelon
EXC
$44.5B
$1.04M 0.02%
23,134
+913
STK
600
Columbia Seligman Premium Technology Growth Fund
STK
$652M
$1.04M 0.02%
29,371
+4
22 23
24
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