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
CAIE
576
Calamos Autocallable Income ETF
CAIE
$936M
$1.44M 0.02%
+57,213
PRI icon
577
Primerica
PRI
$8.23B
$1.43M 0.02%
5,719
+12
PWB icon
578
Invesco Large Cap Growth ETF
PWB
$2.11B
$1.43M 0.02%
11,339
+8,912
RISR icon
579
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$252M
$1.43M 0.02%
39,360
-84
ILCG icon
580
iShares Morningstar Growth ETF
ILCG
$3.18B
$1.42M 0.02%
14,848
+2,657
IEI icon
581
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$1.41M 0.02%
11,896
-2,301
MRVL icon
582
Marvell Technology
MRVL
$253B
$1.41M 0.02%
14,210
-4,019
PPA icon
583
Invesco Aerospace & Defense ETF
PPA
$8.14B
$1.41M 0.02%
8,490
+3,078
KRMA icon
584
Global X Conscious Companies ETF
KRMA
$119M
$1.41M 0.02%
33,840
+1,884
GPIQ icon
585
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.4B
$1.39M 0.02%
28,152
+11,196
MS icon
586
Morgan Stanley
MS
$339B
$1.39M 0.02%
8,457
+798
QTEC icon
587
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.62B
$1.39M 0.02%
6,424
+346
STT icon
588
State Street
STT
$45B
$1.39M 0.02%
10,944
+6,505
BOTZ icon
589
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.61B
$1.37M 0.02%
41,312
+1,785
SHYG icon
590
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.53B
$1.37M 0.02%
32,424
+1,815
TIP icon
591
iShares TIPS Bond ETF
TIP
$14.9B
$1.36M 0.02%
12,359
+1,154
BAI
592
iShares A.I. Innovation and Tech Active ETF
BAI
$15.5B
$1.36M 0.02%
41,280
+3,491
OUNZ icon
593
VanEck Merk Gold Trust
OUNZ
$2.64B
$1.36M 0.02%
+30,112
BOND icon
594
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.97B
$1.35M 0.02%
14,654
+225
DFAC icon
595
Dimensional US Core Equity 2 ETF
DFAC
$46.5B
$1.35M 0.02%
34,756
-73
CORP icon
596
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.6B
$1.35M 0.02%
13,921
+31
CGIC
597
Capital Group International Core Equity ETF
CGIC
$1.81B
$1.31M 0.02%
39,706
+5,467
BUFH
598
FT Vest Laddered Max Buffer ETF
BUFH
$54.5M
$1.3M 0.02%
62,542
+1,846
ISPY icon
599
ProShares S&P 500 High Income ETF
ISPY
$1.28B
$1.3M 0.02%
30,014
-1,743
MGNR icon
600
American Beacon GLG Natural Resources ETF
MGNR
$839M
$1.3M 0.02%
25,109
+7,669
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