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
GSY icon
876
Invesco Ultra Short Duration ETF
GSY
$3.42B
$450K 0.01%
8,964
+1,542
VONE icon
877
Vanguard Russell 1000 ETF
VONE
$7.11B
$448K 0.01%
1,451
+34
PEG icon
878
Public Service Enterprise Group
PEG
$41.6B
$448K 0.01%
5,577
+1,039
WSM icon
879
Williams-Sonoma
WSM
$22.3B
$447K 0.01%
2,505
-392
DIVO icon
880
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.47B
$447K 0.01%
+10,043
IONQ icon
881
IonQ
IONQ
$13.1B
$447K 0.01%
9,953
+1,794
URI icon
882
United Rentals
URI
$51B
$446K 0.01%
551
-68
DLN icon
883
WisdomTree US LargeCap Dividend Fund
DLN
$5.73B
$446K 0.01%
5,061
-31
JEMA icon
884
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.41B
$444K 0.01%
9,064
+1,490
CGAU
885
Centerra Gold
CGAU
$3.75B
$443K 0.01%
+30,862
PGX icon
886
Invesco Preferred ETF
PGX
$3.94B
$443K 0.01%
39,417
-14,918
MLI icon
887
Mueller Industries
MLI
$12.7B
$442K 0.01%
+3,846
PFG icon
888
Principal Financial Group
PFG
$20B
$439K 0.01%
4,982
-3,936
SE icon
889
Sea Limited
SE
$54.5B
$439K 0.01%
3,439
-678
LYB icon
890
LyondellBasell Industries
LYB
$21.6B
$438K 0.01%
10,106
-1,264
SCHR icon
891
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$438K 0.01%
17,445
-78,275
FJUL icon
892
FT Vest US Equity Buffer ETF July
FJUL
$1.17B
$437K 0.01%
7,821
-811
SYFI
893
AB Short Duration High Yield ETF
SYFI
$884M
$435K 0.01%
12,106
-73
VOOG icon
894
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$434K 0.01%
+976
VCR icon
895
Vanguard Consumer Discretionary ETF
VCR
$5.97B
$431K 0.01%
1,095
+39
RTH icon
896
VanEck Retail ETF
RTH
$263M
$431K 0.01%
1,726
OTIS icon
897
Otis Worldwide
OTIS
$34.7B
$430K 0.01%
4,928
+17
RIO icon
898
Rio Tinto
RIO
$147B
$430K 0.01%
5,378
+543
AVDV icon
899
Avantis International Small Cap Value ETF
AVDV
$17.6B
$429K 0.01%
+4,568
KEY icon
900
KeyCorp
KEY
$21.6B
$426K 0.01%
20,626
-629
34 35
36
37 38