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
DIVI icon
626
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.23B
$1.03M 0.01%
26,492
+3,972
TROW icon
627
T. Rowe Price
TROW
$19.7B
$1.02M 0.01%
9,974
+6,651
TTE icon
628
TotalEnergies
TTE
$167B
$1.02M 0.01%
15,574
+1,279
VCSH icon
629
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$1.02M 0.01%
12,732
-1,323
NVG icon
630
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.75B
$1.01M 0.01%
79,966
+3,932
VTWO icon
631
Vanguard Russell 2000 ETF
VTWO
$13.5B
$1.01M 0.01%
10,141
+457
PPL icon
632
PPL Corp
PPL
$29B
$1.01M 0.01%
28,721
+137
IPKW icon
633
Invesco International BuyBack Achievers ETF
IPKW
$526M
$1M 0.01%
+18,072
XDQQ icon
634
Innovator Growth Accelerated ETF Quarterly
XDQQ
$62.3M
$1M 0.01%
25,393
+5,818
BST icon
635
BlackRock Science and Technology Trust
BST
$1.36B
$1M 0.01%
24,753
+1,495
XLG icon
636
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$1M 0.01%
16,900
+6,368
ZFEB
637
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$156M
$999K 0.01%
39,366
-4,134
ALAI icon
638
Alger AI Enablers & Adopters ETF
ALAI
$287M
$999K 0.01%
27,665
+5,857
CLS icon
639
Celestica
CLS
$28.7B
$999K 0.01%
3,378
+306
SCHO icon
640
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$996K 0.01%
40,882
+25
FITB
641
Fifth Third Bancorp
FITB
$42.7B
$994K 0.01%
21,234
+2,170
JHMU icon
642
John Hancock Dynamic Municipal Bond ETF
JHMU
$42.3M
$990K 0.01%
+37,827
DDOG icon
643
Datadog
DDOG
$44.3B
$983K 0.01%
7,230
-519
ADM icon
644
Archer Daniels Midland
ADM
$32.5B
$982K 0.01%
17,088
-3,854
DDFO
645
Innovator Equity Dual Directional 15 Buffer ETF - October
DDFO
$106M
$982K 0.01%
+45,441
AON icon
646
Aon
AON
$73B
$979K 0.01%
2,774
-63
CL icon
647
Colgate-Palmolive
CL
$75B
$974K 0.01%
12,328
-1,107
AKRE
648
Akre Focus ETF
AKRE
$7.67B
$971K 0.01%
+14,825
UBSI icon
649
United Bankshares
UBSI
$5.6B
$963K 0.01%
25,067
-210
KBH icon
650
KB Home
KBH
$3.65B
$958K 0.01%
16,981
+2
24 25
26
27 28