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
$5.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$39.4M
3
+$37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.6M
5
ADBE icon
Adobe
ADBE
+$31.2M

Top Sells

1
+$112M
2
+$44M
3
+$33.7M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
SPG icon
Simon Property Group
SPG
+$28.3M

Sector Composition

1 Technology 13.51%
2 Financials 5.03%
3 Consumer Discretionary 4.63%
4 Healthcare 4.2%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
701
Sea Limited
SE
$75.5B
$620K 0.01%
3,878
+682
VIS icon
702
Vanguard Industrials ETF
VIS
$6.36B
$618K 0.01%
2,206
+315
BSCS icon
703
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.15B
$614K 0.01%
29,957
-24
ATO icon
704
Atmos Energy
ATO
$27.1B
$612K 0.01%
3,970
-199
PKG icon
705
Packaging Corp of America
PKG
$18.6B
$611K 0.01%
3,241
-85
JMST icon
706
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.18B
$609K 0.01%
11,964
-3,967
FDX icon
707
FedEx
FDX
$68.1B
$609K 0.01%
2,678
+19
CARE icon
708
Carter Bankshares
CARE
$435M
$609K 0.01%
35,099
-1,000
SYY icon
709
Sysco
SYY
$35.3B
$606K 0.01%
8,007
-1,087
BDX icon
710
Becton Dickinson
BDX
$55.5B
$606K 0.01%
3,517
-325
FAUG icon
711
FT Vest US Equity Buffer ETF August
FAUG
$1.14B
$603K 0.01%
12,298
RCL icon
712
Royal Caribbean
RCL
$76.1B
$600K 0.01%
1,918
+307
AHR icon
713
American Healthcare REIT
AHR
$8.37B
$597K 0.01%
16,254
+4,252
GIS icon
714
General Mills
GIS
$24.9B
$597K 0.01%
11,519
+385
BSCR icon
715
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.41B
$592K 0.01%
30,131
+68
DWM icon
716
WisdomTree International Equity Fund
DWM
$634M
$587K 0.01%
9,228
-17
PXI icon
717
Invesco Dorsey Wright Energy Momentum ETF
PXI
$37.9M
$586K 0.01%
13,597
-2,080
PIE icon
718
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$117M
$586K 0.01%
27,966
-178
PGR icon
719
Progressive
PGR
$134B
$584K 0.01%
2,190
-7
BRO icon
720
Brown & Brown
BRO
$27.3B
$584K 0.01%
5,267
+114
DVY icon
721
iShares Select Dividend ETF
DVY
$20.9B
$583K 0.01%
4,391
+4
GSK icon
722
GSK
GSK
$99.1B
$581K 0.01%
15,140
-87
BUFB icon
723
Innovator Laddered Allocation Buffer ETF
BUFB
$222M
$578K 0.01%
17,055
+3,151
AOA icon
724
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.73B
$576K 0.01%
6,911
+288
DBC icon
725
Invesco DB Commodity Index Tracking Fund
DBC
$1.22B
$575K 0.01%
26,369
-1,747
27 28
29
30 31