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
PRU icon
726
Prudential Financial
PRU
$38.8B
$643K 0.01%
6,197
+242
FMC icon
727
FMC
FMC
$1.67B
$642K 0.01%
19,085
-53,929
XPO icon
728
XPO
XPO
$16.5B
$641K 0.01%
4,961
AXON icon
729
Axon Enterprise
AXON
$43.3B
$639K 0.01%
890
+269
PXI icon
730
Invesco Dorsey Wright Energy Momentum ETF
PXI
$44.6M
$637K 0.01%
13,597
PGX icon
731
Invesco Preferred ETF
PGX
$3.89B
$630K 0.01%
54,335
-18,606
IMRX icon
732
Immuneering
IMRX
$431M
$630K 0.01%
90,000
+76,000
AZO icon
733
AutoZone
AZO
$63.7B
$629K 0.01%
147
+5
IDXX icon
734
Idexx Laboratories
IDXX
$57.4B
$626K 0.01%
980
-16
FNF icon
735
Fidelity National Financial
FNF
$15.9B
$625K 0.01%
10,337
-41,253
BSCR icon
736
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.31B
$625K 0.01%
31,704
+1,573
DVY icon
737
iShares Select Dividend ETF
DVY
$20.8B
$624K 0.01%
4,394
+3
DVN icon
738
Devon Energy
DVN
$23.8B
$624K 0.01%
17,790
+213
FDS icon
739
Factset
FDS
$10.4B
$622K 0.01%
2,172
-487
COR icon
740
Cencora
COR
$65.4B
$620K 0.01%
1,984
-195
VXF icon
741
Vanguard Extended Market ETF
VXF
$25.1B
$618K 0.01%
2,954
+818
EQT icon
742
EQT Corp
EQT
$37.9B
$617K 0.01%
11,336
+2,171
SIL icon
743
Global X Silver Miners ETF NEW
SIL
$4.06B
$616K 0.01%
+8,606
DWM icon
744
WisdomTree International Equity Fund
DWM
$623M
$611K 0.01%
9,228
NBIS
745
Nebius Group N.V.
NBIS
$25.4B
$611K 0.01%
5,440
-982
SPHY icon
746
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.3B
$609K 0.01%
25,446
-70,945
XLG icon
747
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$606K 0.01%
10,532
-298
HWM icon
748
Howmet Aerospace
HWM
$78.8B
$601K 0.01%
3,062
-1,648
PFFA icon
749
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.93B
$600K 0.01%
27,650
-3,550
CTAS icon
750
Cintas
CTAS
$74B
$598K 0.01%
2,914
+74
28 29
30
31 32