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
$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
ROUS icon
651
Hartford Multifactor US Equity ETF
ROUS
$644M
$957K 0.01%
16,581
+1,530
SEDG icon
652
SolarEdge
SEDG
$4.77B
$957K 0.01%
+33,161
SCHA icon
653
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$956K 0.01%
33,564
+1,790
LVHI icon
654
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.93B
$955K 0.01%
+25,945
VGIT icon
655
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$953K 0.01%
15,898
+962
MAR icon
656
Marriott International
MAR
$98.6B
$952K 0.01%
3,069
-1,090
BLOK icon
657
Amplify Blockchain Technology ETF
BLOK
$1.39B
$948K 0.01%
16,668
+995
MPWR icon
658
Monolithic Power Systems
MPWR
$83B
$948K 0.01%
1,046
+2
HSY icon
659
Hershey
HSY
$37.3B
$946K 0.01%
5,197
-6
RDIV icon
660
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.06B
$945K 0.01%
+18,151
LQTI
661
FT Vest Investment Grade & Target Income ETF
LQTI
$282M
$928K 0.01%
+46,118
ALL icon
662
Allstate
ALL
$54.2B
$920K 0.01%
4,420
+365
USHY icon
663
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
$916K 0.01%
24,488
+5,433
IAGG icon
664
iShares Core International Aggregate Bond Fund
IAGG
$13.4B
$915K 0.01%
18,299
+1,142
MFC icon
665
Manulife Financial
MFC
$64.2B
$909K 0.01%
25,064
+9,473
NFLT icon
666
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$432M
$908K 0.01%
39,405
-45
IYW icon
667
iShares US Technology ETF
IYW
$25.6B
$905K 0.01%
4,535
-181
CRWV
668
CoreWeave Inc
CRWV
$60.5B
$904K 0.01%
12,628
+5,373
SPLV icon
669
Invesco S&P 500 Low Volatility ETF
SPLV
$6.87B
$901K 0.01%
12,616
+6
GPIQ icon
670
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.5B
$896K 0.01%
16,956
+11,762
IJT icon
671
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.48B
$895K 0.01%
6,339
+24
RS icon
672
Reliance Steel & Aluminium
RS
$20B
$894K 0.01%
3,096
-107
KNTK icon
673
Kinetik
KNTK
$3.35B
$880K 0.01%
+24,419
TMUS icon
674
T-Mobile US
TMUS
$204B
$880K 0.01%
4,334
+44
DUHP icon
675
Dimensional US High Profitability ETF
DUHP
$12.1B
$871K 0.01%
22,902
-12,487
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27
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