KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$38M
3
+$36.5M
4
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
+$36.4M
5
DHR icon
Danaher
DHR
+$34.4M

Top Sells

1
+$47.9M
2
+$31.3M
3
+$30.8M
4
EMR icon
Emerson Electric
EMR
+$29.2M
5
AMT icon
American Tower
AMT
+$26.9M

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 5.58%
3 Financials 5.17%
4 Healthcare 4.8%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STWD icon
876
Starwood Property Trust
STWD
$6.81B
$311K 0.01%
15,751
+1,612
TJUL icon
877
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$168M
$311K 0.01%
11,089
-4,505
HRB icon
878
H&R Block
HRB
$6.72B
$311K 0.01%
5,660
SNPS icon
879
Synopsys
SNPS
$83.1B
$310K 0.01%
722
+159
PFG icon
880
Principal Financial Group
PFG
$17.5B
$308K 0.01%
3,656
-148
HEDJ icon
881
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$308K 0.01%
6,496
-200
KVUE icon
882
Kenvue
KVUE
$29.3B
$307K 0.01%
12,821
-632
KJUL icon
883
Innovator US Small Cap Power Buffer ETF July
KJUL
$158M
$307K 0.01%
10,965
+1,496
FMAR icon
884
FT Vest US Equity Buffer ETF March
FMAR
$891M
$304K 0.01%
7,213
HTD
885
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$883M
$304K 0.01%
12,690
+233
CNI icon
886
Canadian National Railway
CNI
$59.7B
$303K 0.01%
3,114
+15
FMB icon
887
First Trust Managed Municipal ETF
FMB
$1.92B
$303K 0.01%
6,006
-592
EQIX icon
888
Equinix
EQIX
$79.7B
$303K 0.01%
371
-13
AJAN icon
889
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$44M
$302K 0.01%
11,480
-3,751
EZM icon
890
WisdomTree US MidCap Fund
EZM
$841M
$301K 0.01%
5,049
CMF icon
891
iShares California Muni Bond ETF
CMF
$3.42B
$299K 0.01%
5,321
-363
IHD
892
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$111M
$298K 0.01%
55,874
+360
FSTA icon
893
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
$298K 0.01%
5,827
-881
SCHE icon
894
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$298K 0.01%
10,803
+494
TROW icon
895
T. Rowe Price
TROW
$22.8B
$297K 0.01%
3,236
-140
COIN icon
896
Coinbase
COIN
$86.3B
$296K 0.01%
1,718
-212
TRP icon
897
TC Energy
TRP
$53.5B
$295K 0.01%
6,259
+102
GSY icon
898
Invesco Ultra Short Duration ETF
GSY
$2.93B
$295K 0.01%
5,895
-4,752
GUG
899
Guggenheim Active Allocation Fund
GUG
$520M
$295K 0.01%
19,605
TXRH icon
900
Texas Roadhouse
TXRH
$11.8B
$295K 0.01%
1,769
34 35
36
37 38