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
PNOV icon
626
Innovator US Equity Power Buffer ETF November
PNOV
$923M
$1.18M 0.02%
28,806
KMB icon
627
Kimberly-Clark
KMB
$32.3B
$1.18M 0.02%
12,199
-1,091
JHMU icon
628
John Hancock Dynamic Municipal Bond ETF
JHMU
$43.3M
$1.17M 0.02%
45,226
+7,399
WMS icon
629
Advanced Drainage Systems
WMS
$10B
$1.17M 0.02%
8,554
+31
NQP
630
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$1.17M 0.02%
98,126
+1,300
STRL icon
631
Sterling Infrastructure
STRL
$29.1B
$1.17M 0.02%
2,868
+1,359
AIQ icon
632
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
$1.17M 0.02%
24,992
+1,218
OMF icon
633
OneMain Financial
OMF
$6.39B
$1.16M 0.02%
21,765
-56,836
MPWR icon
634
Monolithic Power Systems
MPWR
$75.8B
$1.16M 0.02%
1,064
+18
IDYN
635
iShares International Equity Factor Rotation Active ETF
IDYN
$106M
$1.16M 0.02%
40,344
+366
EQWL icon
636
Invesco S&P 100 Equal Weight ETF
EQWL
$2.58B
$1.16M 0.02%
10,054
+4,269
MFSG
637
MFS Active Growth ETF
MFSG
$335M
$1.16M 0.02%
+45,176
CL icon
638
Colgate-Palmolive
CL
$70.6B
$1.16M 0.02%
13,554
+1,226
FSIG icon
639
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.54B
$1.15M 0.02%
60,885
+5,415
QQA
640
Invesco QQQ Income Advantage ETF
QQA
$738M
$1.15M 0.02%
23,076
+2,923
DOW icon
641
Dow Inc
DOW
$24.6B
$1.15M 0.02%
27,606
-2,661
SPLV icon
642
Invesco S&P 500 Low Volatility ETF
SPLV
$7.04B
$1.14M 0.02%
15,634
+3,018
GOVT icon
643
iShares US Treasury Bond ETF
GOVT
$41.4B
$1.14M 0.02%
49,616
+2,148
CEG icon
644
Constellation Energy
CEG
$92.2B
$1.13M 0.02%
4,058
-1,126
SCHA icon
645
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$1.13M 0.02%
38,972
+5,408
RDIV icon
646
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.07B
$1.13M 0.02%
20,289
+2,138
VGUS
647
Vanguard Ultra-Short Treasury ETF
VGUS
$927M
$1.13M 0.02%
14,920
-6,054
SEDG icon
648
SolarEdge
SEDG
$3.98B
$1.13M 0.02%
22,086
-11,075
AZN icon
649
AstraZeneca
AZN
$288B
$1.12M 0.02%
5,687
-6,612
VCSH icon
650
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.2B
$1.12M 0.02%
14,098
+1,366
24 25
26
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