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
HIMU
601
iShares High Yield Muni Active ETF
HIMU
$2.62B
$1.14M 0.02%
23,426
+621
ALAB icon
602
Astera Labs
ALAB
$20.3B
$1.13M 0.02%
6,806
+729
AZN icon
603
AstraZeneca
AZN
$301B
$1.13M 0.02%
12,299
+154
IDYN
604
iShares International Equity Factor Rotation Active ETF
IDYN
$103M
$1.13M 0.02%
39,978
+6,743
PVAL icon
605
Putnam Focused Large Cap Value ETF
PVAL
$8.34B
$1.12M 0.02%
+24,514
CGIC
606
Capital Group International Core Equity ETF
CGIC
$1.39B
$1.11M 0.02%
+34,239
MELI icon
607
Mercado Libre
MELI
$90.6B
$1.11M 0.02%
552
+20
JMUB icon
608
JPMorgan Municipal ETF
JMUB
$7.04B
$1.1M 0.02%
21,805
+1,172
NVS icon
609
Novartis
NVS
$306B
$1.1M 0.02%
7,981
+336
ASTS icon
610
AST SpaceMobile
ASTS
$26B
$1.1M 0.02%
15,114
+3,322
STK
611
Columbia Seligman Premium Technology Growth Fund
STK
$673M
$1.1M 0.02%
29,771
+400
GOVT icon
612
iShares US Treasury Bond ETF
GOVT
$35.7B
$1.09M 0.02%
47,468
+3,498
CGCV
613
Capital Group Conservative Equity ETF
CGCV
$1.45B
$1.08M 0.02%
+35,493
BUFB icon
614
Innovator Laddered Allocation Buffer ETF
BUFB
$244M
$1.07M 0.02%
29,329
+7,146
QQA
615
Invesco QQQ Income Advantage ETF
QQA
$553M
$1.07M 0.02%
+20,153
FSIG icon
616
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.49B
$1.06M 0.02%
55,470
-9,567
KR icon
617
Kroger
KR
$46.9B
$1.05M 0.02%
16,850
-3,449
INTU icon
618
Intuit
INTU
$134B
$1.05M 0.02%
1,588
-22
JOBY icon
619
Joby Aviation
JOBY
$9.21B
$1.05M 0.02%
79,401
-17,358
EXC icon
620
Exelon
EXC
$50.5B
$1.05M 0.02%
23,976
+842
IWO icon
621
iShares Russell 2000 Growth ETF
IWO
$12.5B
$1.04M 0.02%
3,215
-547
PJUL icon
622
Innovator US Equity Power Buffer ETF July
PJUL
$992M
$1.04M 0.02%
22,360
-760
GCOW icon
623
Pacer Global Cash Cows Dividend ETF
GCOW
$3.12B
$1.04M 0.01%
25,123
+14,316
ZTS icon
624
Zoetis
ZTS
$51.3B
$1.03M 0.01%
8,216
-1,330
SMLF icon
625
iShares US Small Cap Equity Factor ETF
SMLF
$3.31B
$1.03M 0.01%
13,802
-78
23 24
25
26 27