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
AOR icon
851
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
$573K 0.01%
8,903
-20
PKG icon
852
Packaging Corp of America
PKG
$20B
$573K 0.01%
2,699
-249
JOBY icon
853
Joby Aviation
JOBY
$11B
$573K 0.01%
69,346
-10,055
AKRE
854
Akre Focus ETF
AKRE
$6.03B
$572K 0.01%
10,822
-4,003
CVSB icon
855
Calvert Ultra-Short Investment Grade ETF
CVSB
$208M
$571K 0.01%
+11,290
REGN icon
856
Regeneron Pharmaceuticals
REGN
$65.9B
$571K 0.01%
739
-72
UL icon
857
Unilever
UL
$119B
$569K 0.01%
9,981
+2,236
ALB icon
858
Albemarle
ALB
$19.5B
$566K 0.01%
3,152
+400
BABA icon
859
Alibaba
BABA
$302B
$563K 0.01%
4,490
-242
BUFQ icon
860
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.47B
$563K 0.01%
15,944
+359
NUE icon
861
Nucor
NUE
$59.7B
$558K 0.01%
3,302
-5
CCJ icon
862
Cameco
CCJ
$49.7B
$557K 0.01%
5,131
+1,696
SHW icon
863
Sherwin-Williams
SHW
$74B
$556K 0.01%
1,735
+607
NLY icon
864
Annaly Capital Management
NLY
$15.6B
$555K 0.01%
26,230
+3,329
RSPN icon
865
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.03B
$553K 0.01%
9,598
-1,049
EIX icon
866
Edison International
EIX
$27.6B
$552K 0.01%
7,545
+794
ICSH icon
867
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.57B
$551K 0.01%
10,890
+2,666
CRH icon
868
CRH
CRH
$71.2B
$551K 0.01%
5,241
+3,623
BITW
869
Bitwise 10 Crypto Index ETF
BITW
$610M
$551K 0.01%
12,344
+2,165
COMT icon
870
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
$550K 0.01%
16,255
-625
AIG icon
871
American International
AIG
$38.9B
$549K 0.01%
7,295
-192
NBIS
872
Nebius Group N.V.
NBIS
$65.9B
$548K 0.01%
5,283
+330
GSLC icon
873
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$544K 0.01%
4,350
+2
GPC icon
874
Genuine Parts
GPC
$13.6B
$544K 0.01%
5,147
-68,050
UTF icon
875
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$541K 0.01%
20,906
-896
33 34
35
36 37