KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
+$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.1M
3
+$45.4M
4
BKNG icon
Booking.com
BKNG
+$41M
5
MSFT icon
Microsoft
MSFT
+$40.6M

Top Sells

1
+$47.4M
2
+$45.9M
3
+$40.3M
4
WMT icon
Walmart
WMT
+$39.8M
5
DHR icon
Danaher
DHR
+$31.4M

Sector Composition

1 Technology 14.18%
2 Consumer Discretionary 4.76%
3 Financials 4.62%
4 Industrials 3.88%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MIN
701
MFS Intermediate Income Trust
MIN
$302M
$716K 0.01%
267,176
+20,316
PCMM
702
BondBloxx Private Credit CLO ETF
PCMM
$178M
$711K 0.01%
+14,064
DOC icon
703
Healthpeak Properties
DOC
$12B
$704K 0.01%
+36,767
ED icon
704
Consolidated Edison
ED
$34.8B
$702K 0.01%
6,985
-26
VXUS icon
705
Vanguard Total International Stock ETF
VXUS
$112B
$694K 0.01%
9,443
+1,188
ATO icon
706
Atmos Energy
ATO
$27.7B
$687K 0.01%
4,023
+53
THQ
707
abrdn Healthcare Opportunities Fund
THQ
$777M
$686K 0.01%
39,651
-685
GIGB icon
708
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$693M
$685K 0.01%
14,679
+2,527
PKG icon
709
Packaging Corp of America
PKG
$17.8B
$684K 0.01%
3,141
-100
BTI icon
710
British American Tobacco
BTI
$126B
$678K 0.01%
12,778
+929
HYDB icon
711
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
$673K 0.01%
14,067
-530
PIE icon
712
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$123M
$673K 0.01%
27,572
-394
BSCT icon
713
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.48B
$670K 0.01%
35,629
+2,384
APP icon
714
Applovin
APP
$233B
$668K 0.01%
929
+60
CLX icon
715
Clorox
CLX
$12.9B
$667K 0.01%
5,411
-132
GSK icon
716
GSK
GSK
$98.9B
$667K 0.01%
15,451
+311
NET icon
717
Cloudflare
NET
$71.3B
$665K 0.01%
3,097
-816
BSCS icon
718
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.04B
$663K 0.01%
32,237
+2,280
CARE icon
719
Carter Bankshares
CARE
$420M
$662K 0.01%
34,097
-1,002
ESGU icon
720
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$662K 0.01%
4,545
-152
NTR icon
721
Nutrien
NTR
$29B
$661K 0.01%
11,267
-332
PHM icon
722
Pultegroup
PHM
$25.1B
$657K 0.01%
4,975
-84,380
VIS icon
723
Vanguard Industrials ETF
VIS
$6.38B
$654K 0.01%
2,206
RSPN icon
724
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$679M
$651K 0.01%
11,601
AOA icon
725
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$645K 0.01%
7,323
+412
27 28
29
30 31