KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.32B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$53.7M
3
+$52.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$48.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$44.9M

Top Sells

1
+$48.2M
2
+$47.8M
3
+$47.6M
4
BKNG icon
Booking.com
BKNG
+$38.2M
5
COF icon
Capital One
COF
+$35.6M

Sector Composition

1 Technology 12.82%
2 Financials 4.93%
3 Consumer Discretionary 4.18%
4 Healthcare 3.86%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEE icon
751
Ameren
AEE
$29.4B
$773K 0.01%
7,034
+364
APYX icon
752
Apyx Medical
APYX
$159M
$770K 0.01%
208,788
+20,595
LYB icon
753
LyondellBasell Industries
LYB
$21.7B
$770K 0.01%
9,554
-552
VPU icon
754
Vanguard Utilities ETF
VPU
$8.46B
$770K 0.01%
3,884
+1,098
FALN icon
755
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$768K 0.01%
28,738
+621
VGIT icon
756
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$765K 0.01%
12,853
-3,045
SYY icon
757
Sysco
SYY
$36B
$760K 0.01%
10,658
-482
QNC
758
Quantum eMotion
QNC
$739M
$758K 0.01%
+331,025
GLP icon
759
Global Partners
GLP
$1.65B
$758K 0.01%
18,000
VFC icon
760
VF Corp
VFC
$6.43B
$758K 0.01%
44,597
+13,665
COR icon
761
Cencora
COR
$51.3B
$757K 0.01%
2,408
+531
PFEB icon
762
Innovator US Equity Power Buffer ETF February
PFEB
$935M
$755K 0.01%
18,820
-3
BSCT icon
763
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$750K 0.01%
40,201
+3,228
Q
764
Qnity Electronics Inc
Q
$32.4B
$750K 0.01%
6,501
+98
BSCS icon
765
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$750K 0.01%
36,711
+3,207
EQT icon
766
EQT Corp
EQT
$34.1B
$750K 0.01%
11,779
+776
INTU icon
767
Intuit
INTU
$82.6B
$749K 0.01%
1,732
+144
CARE icon
768
Carter Bankshares
CARE
$607M
$749K 0.01%
32,097
-1,000
BTI icon
769
British American Tobacco
BTI
$125B
$744K 0.01%
12,721
+289
JMHI icon
770
JPMorgan High Yield Municipal ETF
JMHI
$278M
$743K 0.01%
14,919
-13,231
ECL icon
771
Ecolab
ECL
$71.6B
$739K 0.01%
2,779
+6
ESGU icon
772
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$734K 0.01%
5,191
+591
HYMC icon
773
Hycroft Mining Holding Corp
HYMC
$2.77B
$725K 0.01%
20,610
+10,828
VST icon
774
Vistra
VST
$51.8B
$723K 0.01%
4,809
-5,724
BRK.A icon
775
Berkshire Hathaway Class A
BRK.A
$1.03T
$718K 0.01%
1
29 30
31
32 33