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
REGN icon
776
Regeneron Pharmaceuticals
REGN
$80.3B
$626K 0.01%
811
+31
ILCV icon
777
iShares Morningstar Value ETF
ILCV
$1.19B
$622K 0.01%
6,592
+3,813
ROST icon
778
Ross Stores
ROST
$68.5B
$616K 0.01%
3,420
+348
PXI icon
779
Invesco Dorsey Wright Energy Momentum ETF
PXI
$48.5M
$615K 0.01%
13,597
BSCR icon
780
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$610K 0.01%
30,896
-808
PKG icon
781
Packaging Corp of America
PKG
$20B
$608K 0.01%
2,948
-193
FIW icon
782
First Trust Water ETF
FIW
$1.88B
$607K 0.01%
5,591
+516
RGLD icon
783
Royal Gold
RGLD
$23.7B
$607K 0.01%
2,733
-888
OMC icon
784
Omnicom Group
OMC
$26.4B
$603K 0.01%
7,471
+4,659
RSPN icon
785
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$893M
$603K 0.01%
10,647
-954
PFFA icon
786
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.23B
$602K 0.01%
27,950
+300
HQL
787
abrdn Life Sciences Investors
HQL
$470M
$602K 0.01%
35,874
BITW
788
Bitwise 10 Crypto Index ETF
BITW
$901M
$598K 0.01%
+10,179
AVY icon
789
Avery Dennison
AVY
$13.9B
$598K 0.01%
3,287
-3
NTAP icon
790
NetApp
NTAP
$19.9B
$590K 0.01%
5,511
-673
EQT icon
791
EQT Corp
EQT
$38.7B
$590K 0.01%
11,003
-333
VKTX icon
792
Viking Therapeutics
VKTX
$3.81B
$586K 0.01%
+16,657
AOR icon
793
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.31B
$580K 0.01%
8,923
-97
BSX icon
794
Boston Scientific
BSX
$106B
$578K 0.01%
6,066
+142
GIGB icon
795
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$837M
$576K 0.01%
12,457
-2,222
GSLC icon
796
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.4B
$576K 0.01%
4,348
+166
STT icon
797
State Street
STT
$33.7B
$573K 0.01%
4,439
+35
OC icon
798
Owens Corning
OC
$8.82B
$571K 0.01%
5,098
-64,622
IWV icon
799
iShares Russell 3000 ETF
IWV
$18.1B
$570K 0.01%
1,474
+24
GBTC icon
800
Grayscale Bitcoin Trust
GBTC
$27.1B
$568K 0.01%
8,307
+268
30 31
32
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