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
FTNT icon
801
Fortinet
FTNT
$110B
$668K 0.01%
+8,174
AOA icon
802
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$666K 0.01%
7,528
+129
MP icon
803
MP Materials
MP
$11.7B
$664K 0.01%
+13,763
BSCR icon
804
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$664K 0.01%
33,811
+2,915
LNC icon
805
Lincoln National
LNC
$6.41B
$660K 0.01%
18,591
-920
THQ
806
abrdn Healthcare Opportunities Fund
THQ
$736M
$657K 0.01%
39,130
+244
IRM icon
807
Iron Mountain
IRM
$38.1B
$656K 0.01%
6,426
+1,331
DDFF
808
Innovator Equity Dual Directional 15 Buffer ETF - February
DDFF
$70.8M
$654K 0.01%
+34,545
ACWV icon
809
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
$653K 0.01%
5,462
-513
CGCV
810
Capital Group Conservative Equity ETF
CGCV
$1.76B
$652K 0.01%
21,881
-13,612
IGLD icon
811
FT Vest Gold Strategy Target Income ETF
IGLD
$568M
$650K 0.01%
25,446
-7,297
FTKI
812
First Trust Small Cap BuyWrite Income ETF
FTKI
$23.6M
$647K 0.01%
+33,403
DWM icon
813
WisdomTree International Equity Fund
DWM
$671M
$645K 0.01%
9,228
IMRX icon
814
Immuneering
IMRX
$294M
$644K 0.01%
122,200
+3,600
BUFS
815
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$161M
$641K 0.01%
27,800
+6,581
DLR icon
816
Digital Realty Trust
DLR
$64.5B
$640K 0.01%
3,553
+610
PYPL icon
817
PayPal
PYPL
$37.7B
$636K 0.01%
14,052
-8,480
BCE icon
818
BCE
BCE
$22.9B
$634K 0.01%
25,102
-1,324
SIVR icon
819
abrdn Physical Silver Shares ETF
SIVR
$5.14B
$631K 0.01%
8,812
+1,989
SCHW icon
820
Charles Schwab
SCHW
$151B
$626K 0.01%
6,661
-31,584
DDOG icon
821
Datadog
DDOG
$89.1B
$626K 0.01%
5,299
-1,931
BDX icon
822
Becton Dickinson
BDX
$40.1B
$624K 0.01%
3,967
+190
HBAN icon
823
Huntington Bancshares
HBAN
$32.3B
$623K 0.01%
39,787
+2,842
DRI icon
824
Darden Restaurants
DRI
$22.7B
$619K 0.01%
3,157
+1,751
AGNC icon
825
AGNC Investment
AGNC
$11.8B
$618K 0.01%
61,658
+31,867
31 32
33
34 35