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
JTEK icon
601
JPMorgan US Tech Leaders ETF
JTEK
$4.11B
$1.29M 0.02%
16,256
+248
NVG icon
602
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$1.27M 0.02%
103,239
+23,273
USHY icon
603
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
$1.27M 0.02%
34,490
+10,002
VCIT icon
604
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.3B
$1.27M 0.02%
15,302
+1,613
IJK icon
605
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$1.26M 0.02%
12,567
-2,290
EXC icon
606
Exelon
EXC
$46.8B
$1.26M 0.02%
25,634
+1,658
JSMD icon
607
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.04B
$1.26M 0.02%
15,832
+1,082
XDQQ icon
608
Innovator Growth Accelerated ETF Quarterly
XDQQ
$54.7M
$1.24M 0.02%
33,396
+8,003
TMSL icon
609
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.28B
$1.23M 0.02%
33,455
-1,093
DG icon
610
Dollar General
DG
$22.8B
$1.23M 0.02%
10,328
-3,111
MAR icon
611
Marriott International
MAR
$104B
$1.22M 0.02%
3,740
+671
GDE icon
612
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$564M
$1.21M 0.02%
19,295
+7,070
KNG icon
613
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.34B
$1.21M 0.02%
24,795
+204
MELI icon
614
Mercado Libre
MELI
$82.5B
$1.2M 0.02%
696
+144
SUB icon
615
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$1.2M 0.02%
11,248
+6,685
ALSN icon
616
Allison Transmission
ALSN
$9.76B
$1.19M 0.02%
10,205
-7,061
AVAV icon
617
AeroVironment
AVAV
$9.62B
$1.19M 0.02%
6,521
+3,598
THRO
618
iShares U.S. Thematic Rotation Active ETF
THRO
$8.85B
$1.19M 0.02%
32,889
+1,540
SDY icon
619
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$1.19M 0.02%
8,162
-268
ZALT icon
620
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$620M
$1.19M 0.02%
36,604
+915
MFSV
621
MFS Active Value ETF
MFSV
$480M
$1.18M 0.02%
+44,324
IGRO icon
622
iShares International Dividend Growth ETF
IGRO
$1.24B
$1.18M 0.02%
14,115
-324
INFL icon
623
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.57B
$1.18M 0.02%
+22,701
HYFI icon
624
AB High Yield ETF
HYFI
$338M
$1.18M 0.02%
31,688
+12,760
SLB icon
625
SLB Ltd
SLB
$84.4B
$1.18M 0.02%
22,928
+1,261
23 24
25
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