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
TRP icon
801
TC Energy
TRP
$70.6B
$567K 0.01%
10,306
+2,991
FNF icon
802
Fidelity National Financial
FNF
$12.2B
$566K 0.01%
10,370
+33
CAH icon
803
Cardinal Health
CAH
$45.9B
$566K 0.01%
2,753
+12
STWD icon
804
Starwood Property Trust
STWD
$6.28B
$562K 0.01%
31,193
+7,134
WEN icon
805
Wendy's
WEN
$1.3B
$561K 0.01%
+67,338
VFC icon
806
VF Corp
VFC
$6.43B
$559K 0.01%
30,932
+5,029
PATH icon
807
UiPath
PATH
$6.07B
$559K 0.01%
+34,086
BUFQ icon
808
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.47B
$559K 0.01%
15,585
-426
CMA
809
DELISTED
Comerica
CMA
$557K 0.01%
6,409
-642
J icon
810
Jacobs Solutions
J
$14.3B
$554K 0.01%
4,179
+357
FISV
811
Fiserv Inc
FISV
$29.4B
$552K 0.01%
8,220
+1,248
DD icon
812
DuPont de Nemours
DD
$19.4B
$548K 0.01%
13,643
-17,147
IBB icon
813
iShares Biotechnology ETF
IBB
$7.81B
$546K 0.01%
3,235
+34
XYZ
814
Block Inc
XYZ
$41.5B
$545K 0.01%
+8,375
UDEC
815
Innovator US Equity Ultra Buffer ETF December
UDEC
$317M
$544K 0.01%
13,725
-20,188
RF icon
816
Regions Financial
RF
$23.4B
$540K 0.01%
19,938
-96
NUE icon
817
Nucor
NUE
$58.7B
$539K 0.01%
3,307
-62
DDFN
818
Innovator Equity Dual Directional 15 Buffer ETF - November
DDFN
$112M
$539K 0.01%
+28,102
FXH icon
819
First Trust Health Care AlphaDEX Fund
FXH
$864M
$538K 0.01%
4,728
DBC icon
820
Invesco DB Commodity Index Tracking Fund
DBC
$1.74B
$538K 0.01%
24,042
+2,455
CTAS icon
821
Cintas
CTAS
$69.9B
$535K 0.01%
2,845
-69
AES icon
822
AES
AES
$10.5B
$534K 0.01%
+37,264
PID icon
823
Invesco International Dividend Achievers ETF
PID
$932M
$532K 0.01%
24,186
-804
QFLR icon
824
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$528M
$532K 0.01%
+15,509
CALM icon
825
Cal-Maine
CALM
$3.57B
$530K 0.01%
+6,660
31 32
33
34 35