KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
PIE icon
851
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$149M
$487K 0.01%
20,610
-6,962
SUB icon
852
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$487K 0.01%
4,563
-30
BUFS
853
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$126M
$485K 0.01%
+21,219
PCAR icon
854
PACCAR
PCAR
$63.3B
$483K 0.01%
4,415
-35
ALNT icon
855
Allient
ALNT
$1.11B
$483K 0.01%
+8,993
WDC icon
856
Western Digital
WDC
$83.1B
$481K 0.01%
+2,791
APO icon
857
Apollo Global Management
APO
$62.9B
$480K 0.01%
3,318
+176
AZO icon
858
AutoZone
AZO
$60.3B
$480K 0.01%
142
-5
APP icon
859
Applovin
APP
$169B
$478K 0.01%
710
-219
CLX icon
860
Clorox
CLX
$13.9B
$475K 0.01%
4,708
-703
DHI icon
861
D.R. Horton
DHI
$42.7B
$471K 0.01%
3,272
-2,729
FCX icon
862
Freeport-McMoran
FCX
$85.3B
$471K 0.01%
9,265
+297
EVRG icon
863
Evergy
EVRG
$19.2B
$468K 0.01%
6,458
+2,549
OXY icon
864
Occidental Petroleum
OXY
$53.4B
$463K 0.01%
11,269
-309
DIV icon
865
Global X SuperDividend US ETF
DIV
$726M
$463K 0.01%
26,719
-6,643
PGR icon
866
Progressive
PGR
$123B
$463K 0.01%
2,031
-101
STRL icon
867
Sterling Infrastructure
STRL
$12.1B
$462K 0.01%
1,509
+742
SIVR icon
868
abrdn Physical Silver Shares ETF
SIVR
$6.11B
$462K 0.01%
6,823
+391
TAFI icon
869
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.15B
$460K 0.01%
18,250
-1,400
STZ icon
870
Constellation Brands
STZ
$25.4B
$458K 0.01%
3,319
-17,479
AUB icon
871
Atlantic Union Bankshares
AUB
$5.06B
$455K 0.01%
12,902
-80
DLR icon
872
Digital Realty Trust
DLR
$60.5B
$455K 0.01%
2,943
-343
MAIN icon
873
Main Street Capital
MAIN
$5.14B
$455K 0.01%
7,537
-1,117
GPZ
874
VanEck Alternative Asset Manager ETF
GPZ
$115M
$454K 0.01%
+16,738
ZJUL
875
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$136M
$452K 0.01%
15,555
+1,371
33 34
35
36 37