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
$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
HYDB icon
751
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$677K 0.01%
14,292
+225
XPO icon
752
XPO
XPO
$25.7B
$675K 0.01%
4,964
+3
DKS icon
753
Dick's Sporting Goods
DKS
$20.1B
$666K 0.01%
3,365
-101
AEE icon
754
Ameren
AEE
$29.4B
$666K 0.01%
6,670
+1,267
VHT icon
755
Vanguard Health Care ETF
VHT
$16.3B
$665K 0.01%
2,310
+1,088
AOA icon
756
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
$663K 0.01%
7,399
+76
GSK icon
757
GSK
GSK
$99.7B
$659K 0.01%
13,440
-2,011
APYX icon
758
Apyx Medical
APYX
$159M
$659K 0.01%
188,193
-4,850
ZDEK
759
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$114M
$658K 0.01%
25,577
-6,490
SCHH icon
760
Schwab US REIT ETF
SCHH
$9.83B
$658K 0.01%
31,500
-1,781
NTR icon
761
Nutrien
NTR
$33B
$656K 0.01%
10,622
-645
CARE icon
762
Carter Bankshares
CARE
$607M
$651K 0.01%
33,097
-1,000
IDXX icon
763
Idexx Laboratories
IDXX
$44.2B
$649K 0.01%
960
-20
MIN
764
MFS Intermediate Income Trust
MIN
$278M
$648K 0.01%
248,314
-18,862
VGLT icon
765
Vanguard Long-Term Treasury ETF
VGLT
$9.96B
$646K 0.01%
11,572
+7,275
VIS icon
766
Vanguard Industrials ETF
VIS
$7.77B
$643K 0.01%
2,156
-50
HBAN icon
767
Huntington Bancshares
HBAN
$32.3B
$641K 0.01%
36,945
+4,650
AIG icon
768
American International
AIG
$38.5B
$641K 0.01%
7,487
-35,073
VXF icon
769
Vanguard Extended Market ETF
VXF
$29.8B
$637K 0.01%
3,045
+91
JCI icon
770
Johnson Controls International
JCI
$89.7B
$636K 0.01%
5,314
-49
DWM icon
771
WisdomTree International Equity Fund
DWM
$667M
$635K 0.01%
9,228
LNG icon
772
Cheniere Energy
LNG
$49.3B
$634K 0.01%
3,263
-5,140
COR icon
773
Cencora
COR
$51.3B
$634K 0.01%
1,877
-107
DVY icon
774
iShares Select Dividend ETF
DVY
$22.4B
$630K 0.01%
4,463
+69
BCE icon
775
BCE
BCE
$22.9B
$629K 0.01%
26,426
+15,555
29 30
31
32 33