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
AVY icon
826
Avery Dennison
AVY
$11.7B
$618K 0.01%
3,577
+290
IBB icon
827
iShares Biotechnology ETF
IBB
$7.99B
$615K 0.01%
3,641
+406
IXJ icon
828
iShares Global Healthcare ETF
IXJ
$3.69B
$613K 0.01%
6,557
+2,684
FTQI icon
829
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$877M
$613K 0.01%
+30,784
GIGB icon
830
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$948M
$612K 0.01%
13,360
+903
MCO icon
831
Moody's
MCO
$78.5B
$611K 0.01%
1,400
+664
UUUU icon
832
Energy Fuels
UUUU
$4.34B
$610K 0.01%
+33,430
FEZ icon
833
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.53B
$610K 0.01%
9,819
+1,736
OUSA icon
834
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$740M
$609K 0.01%
10,934
-2,525
ITB icon
835
iShares US Home Construction ETF
ITB
$2.57B
$605K 0.01%
6,681
-149,905
COIN icon
836
Coinbase
COIN
$43.2B
$605K 0.01%
3,462
+70
DKS icon
837
Dick's Sporting Goods
DKS
$19.5B
$604K 0.01%
3,045
-320
FIVE icon
838
Five Below
FIVE
$10.6B
$603K 0.01%
2,637
+1,397
FIW icon
839
First Trust Water ETF
FIW
$1.78B
$601K 0.01%
5,830
+239
CAH icon
840
Cardinal Health
CAH
$47.2B
$600K 0.01%
2,840
+87
BUFY
841
FT Vest Laddered International Moderate Buffer ETF
BUFY
$115M
$592K 0.01%
26,462
+12,025
RY icon
842
Royal Bank of Canada
RY
$271B
$592K 0.01%
3,661
-1,045
FANG icon
843
Diamondback Energy
FANG
$57.1B
$592K 0.01%
2,994
-54,697
MIN
844
MFS Intermediate Income Trust
MIN
$281M
$589K 0.01%
234,782
-13,532
HQL
845
abrdn Life Sciences Investors
HQL
$525M
$581K 0.01%
35,716
-158
ALAB icon
846
Astera Labs
ALAB
$61.4B
$580K 0.01%
5,291
-1,515
EOG icon
847
EOG Resources
EOG
$75B
$577K 0.01%
3,993
+328
NXST icon
848
Nexstar Media Group
NXST
$5.53B
$575K 0.01%
3,178
-41,818
RIO icon
849
Rio Tinto
RIO
$171B
$574K 0.01%
6,157
+779
HMOP icon
850
Hartford Municipal Opportunities ETF
HMOP
$767M
$574K 0.01%
14,810
+7,798
32 33
34
35 36