KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
BDX icon
726
Becton Dickinson
BDX
$47.5B
$733K 0.01%
3,777
-15,529
ECL icon
727
Ecolab
ECL
$79.7B
$728K 0.01%
2,773
+84
TTD icon
728
Trade Desk
TTD
$13.9B
$721K 0.01%
18,983
+2,534
VRSK icon
729
Verisk Analytics
VRSK
$29.6B
$715K 0.01%
3,196
-85
XBI icon
730
State Street SPDR S&P Biotech ETF
XBI
$8.12B
$713K 0.01%
5,844
+31
VAC icon
731
Marriott Vacations Worldwide
VAC
$2.42B
$711K 0.01%
+12,331
HYFI icon
732
AB High Yield ETF
HYFI
$312M
$711K 0.01%
18,928
+6,718
ACWV icon
733
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.48B
$710K 0.01%
5,975
-22
DOW icon
734
Dow Inc
DOW
$23.9B
$708K 0.01%
30,267
+18,534
XEL icon
735
Xcel Energy
XEL
$48.8B
$708K 0.01%
9,580
+241
AVAV icon
736
AeroVironment
AVAV
$11.5B
$707K 0.01%
2,923
+68
BTI icon
737
British American Tobacco
BTI
$126B
$704K 0.01%
12,432
-346
SPGP icon
738
Invesco S&P 500 GARP ETF
SPGP
$2.28B
$702K 0.01%
6,163
+3,988
TCHP icon
739
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.76B
$701K 0.01%
+14,067
OXM icon
740
Oxford Industries
OXM
$558M
$698K 0.01%
20,398
+7,536
BSCT icon
741
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.8B
$696K 0.01%
36,973
+1,344
DFIS icon
742
Dimensional International Small Cap ETF
DFIS
$5.33B
$695K 0.01%
21,111
+9,683
BABA icon
743
Alibaba
BABA
$312B
$694K 0.01%
4,732
-116
BSCS icon
744
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.38B
$690K 0.01%
33,504
+1,267
UTES icon
745
Virtus Reaves Utilities ETF
UTES
$1.41B
$687K 0.01%
8,696
+3,115
ESGU icon
746
iShares ESG Aware MSCI USA ETF
ESGU
$15.4B
$685K 0.01%
4,600
+55
EQWL icon
747
Invesco S&P 100 Equal Weight ETF
EQWL
$2.27B
$684K 0.01%
5,785
+2,079
ED icon
748
Consolidated Edison
ED
$40.6B
$682K 0.01%
6,866
-119
CPB icon
749
Campbell Soup
CPB
$7.69B
$682K 0.01%
24,462
+1,265
QBUF
750
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$195M
$679K 0.01%
23,149
+6,136
28 29
30
31 32