KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
+$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.1M
3
+$45.4M
4
BKNG icon
Booking.com
BKNG
+$41M
5
MSFT icon
Microsoft
MSFT
+$40.6M

Top Sells

1
+$47.4M
2
+$45.9M
3
+$40.3M
4
WMT icon
Walmart
WMT
+$39.8M
5
DHR icon
Danaher
DHR
+$31.4M

Sector Composition

1 Technology 14.18%
2 Consumer Discretionary 4.76%
3 Financials 4.62%
4 Industrials 3.88%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AUB icon
826
Atlantic Union Bankshares
AUB
$4.96B
$458K 0.01%
12,982
-15
FFOG icon
827
Franklin Focused Growth ETF
FFOG
$205M
$458K 0.01%
+9,620
NUE icon
828
Nucor
NUE
$36.8B
$456K 0.01%
3,369
-67
GLTR icon
829
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.26B
$452K 0.01%
+2,729
TMHC icon
830
Taylor Morrison
TMHC
$6.19B
$450K 0.01%
6,810
+45
OTIS icon
831
Otis Worldwide
OTIS
$33.8B
$449K 0.01%
4,911
-3,336
TPC
832
Tutor Perini Cor
TPC
$3.61B
$449K 0.01%
6,841
-2,259
AJG icon
833
Arthur J. Gallagher & Co
AJG
$62.7B
$448K 0.01%
1,447
-43
SNPS icon
834
Synopsys
SNPS
$88B
$445K 0.01%
903
+152
DLN icon
835
WisdomTree US LargeCap Dividend Fund
DLN
$5.56B
$443K 0.01%
5,092
+315
PNR icon
836
Pentair
PNR
$17.3B
$443K 0.01%
4,001
+90
SYFI
837
AB Short Duration High Yield ETF
SYFI
$836M
$440K 0.01%
12,179
+138
REGN icon
838
Regeneron Pharmaceuticals
REGN
$76.5B
$439K 0.01%
780
-128
PCAR icon
839
PACCAR
PCAR
$57.6B
$438K 0.01%
4,450
+16
BEN icon
840
Franklin Resources
BEN
$12.2B
$436K 0.01%
18,867
-8,767
DELL icon
841
Dell
DELL
$91.6B
$436K 0.01%
3,075
-341
ORLY icon
842
O'Reilly Automotive
ORLY
$83.9B
$434K 0.01%
4,028
+465
CHKP icon
843
Check Point Software Technologies
CHKP
$21.3B
$433K 0.01%
2,094
-25
RTH icon
844
VanEck Retail ETF
RTH
$255M
$433K 0.01%
1,726
STX icon
845
Seagate
STX
$57.5B
$433K 0.01%
1,833
-95
ZBH icon
846
Zimmer Biomet
ZBH
$18.4B
$432K 0.01%
4,381
+2,061
KHC icon
847
Kraft Heinz
KHC
$29.5B
$431K 0.01%
16,565
+817
CAH icon
848
Cardinal Health
CAH
$47.2B
$430K 0.01%
2,741
+388
VONE icon
849
Vanguard Russell 1000 ETF
VONE
$7.15B
$428K 0.01%
1,417
+4
GCOW icon
850
Pacer Global Cash Cows Dividend ETF
GCOW
$2.64B
$428K 0.01%
10,807
-275
32 33
34
35 36