KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$38M
3
+$36.5M
4
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
+$36.4M
5
DHR icon
Danaher
DHR
+$34.4M

Top Sells

1
+$47.9M
2
+$31.3M
3
+$30.8M
4
EMR icon
Emerson Electric
EMR
+$29.2M
5
AMT icon
American Tower
AMT
+$26.9M

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 5.58%
3 Financials 5.17%
4 Healthcare 4.8%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZALT icon
676
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$549M
$593K 0.01%
19,925
+1,882
RDDT icon
677
Reddit
RDDT
$36.5B
$593K 0.01%
5,650
+1,664
GSK icon
678
GSK
GSK
$88.3B
$590K 0.01%
15,227
+271
DVY icon
679
iShares Select Dividend ETF
DVY
$20.6B
$589K 0.01%
4,387
+39
BSCR icon
680
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.1B
$589K 0.01%
30,063
+166
CARE icon
681
Carter Bankshares
CARE
$416M
$584K 0.01%
36,099
AIG icon
682
American International
AIG
$42.9B
$578K 0.01%
6,644
-496
REGN icon
683
Regeneron Pharmaceuticals
REGN
$61.3B
$576K 0.01%
908
-94
MAIN icon
684
Main Street Capital
MAIN
$5.2B
$571K 0.01%
10,104
-2,582
RSPN icon
685
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$681M
$568K 0.01%
11,601
+552
SLVO icon
686
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$17M
$564K 0.01%
+6,859
XLG icon
687
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$560K 0.01%
12,170
-2,437
FAUG icon
688
FT Vest US Equity Buffer ETF August
FAUG
$1.01B
$559K 0.01%
12,298
-4
CTAS icon
689
Cintas
CTAS
$75.6B
$559K 0.01%
2,721
-894
NTAP icon
690
NetApp
NTAP
$23.8B
$557K 0.01%
6,341
-17,800
BUFQ icon
691
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.07B
$556K 0.01%
18,607
-2,516
ITA icon
692
iShares US Aerospace & Defense ETF
ITA
$11.3B
$555K 0.01%
3,625
-36,956
NTR icon
693
Nutrien
NTR
$27.9B
$554K 0.01%
11,157
+817
PEG icon
694
Public Service Enterprise Group
PEG
$42.3B
$554K 0.01%
6,728
-632
SUN icon
695
Sunoco
SUN
$7.38B
$553K 0.01%
9,529
+65
CGGO icon
696
Capital Group Global Growth Equity ETF
CGGO
$7.38B
$551K 0.01%
19,455
+3,504
HCA icon
697
HCA Healthcare
HCA
$99.7B
$550K 0.01%
1,593
-52
AOR icon
698
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.83B
$550K 0.01%
9,551
-67
GIGB icon
699
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$690M
$547K 0.01%
11,962
+603
TTD icon
700
Trade Desk
TTD
$24.4B
$545K 0.01%
9,963
+525
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